Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $8,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,237 | $47,180-27.4% | $149,723-77.1% | $74,473-54.0% |
| Participation rate | 66.9% | 63.4%+3.5pp | 78.8%-11.9pp | 70.7%-3.9pp |
| Annual return | 14.31% | 22.75%-8.4pp | 134.50%-120.2pp | 34.36%-20.0pp |
| Employer contribution / active EE | $1,424 | $1,907-25.3% | $4,821-70.5% | $2,638-46.0% |
| Participant deferral / active EE | $1,571 | $2,730-42.4% | $5,682-72.3% | $4,530-65.3% |
| Admin fee / account holder | $9 | $343-97.4% | $13,215-99.9% | $347-97.4% |