Filed April 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,967 | $46,332-72.0% | $143,799-91.0% | $64,819-80.0% |
| Participation rate | 61.3% | 64.2%-3.0pp | 80.3%-19.0pp | 71.5%-10.2pp |
| Annual return | -14.11% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,139 | $1,911-40.4% | $4,952-77.0% | $2,507-54.6% |
| Participant deferral / active EE | $1,354 | $2,647-48.9% | $5,638-76.0% | $4,311-68.6% |
| Admin fee / account holder | $5 | $154-97.0% | $14,677-100.0% | $188-97.6% |