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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,669 |
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 | $18,641 | $58,275-68.0% | $81,844-77.2% | $80,935-77.0% |
| Participation rate | 46.3% | 63.5%-17.2pp | 72.4%-26.1pp | 67.7%-21.3pp |
| Annual return | 12.62% | 41.82%-29.2pp | 778.87%-766.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,361 | $2,346-42.0% | $2,916-53.3% | $2,757-50.6% |
| Participant deferral / active EE | $1,122 | $3,285-65.9% | $4,323-74.1% | $4,299-73.9% |
| Admin fee / account holder | $11 | $4,749-99.8% | $7,355-99.9% | $6,924-99.8% |