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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,736 |
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 | $19,245 | $60,261-68.1% | $81,783-76.5% | $74,546-74.2% |
| Participation rate | 66.9% | 62.9%+4.0pp | 72.4%-5.5pp | 67.2%-0.3pp |
| Annual return | 16.83% | 16.88%-0.1pp | 775.05%-758.2pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $637 | $2,622-75.7% | $2,913-78.1% | $2,624-75.7% |
| Participant deferral / active EE | $2,347 | $3,388-30.7% | $4,320-45.7% | $4,347-46.0% |
| Admin fee / account holder | $10 | $1,482-99.3% | $7,380-99.9% | $1,944-99.5% |