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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $339 |
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 | $69,525 | $65,084+6.8% | $67,681+2.7% | $64,340+8.1% |
| Participation rate | 56.4% | 66.7%-10.3pp | 73.7%-17.3pp | 55.2%+1.2pp |
| Annual return | 11.37% | 20.50%-9.1pp | 590.58%-579.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $1,132 | $2,398-52.8% | $2,678-57.7% | $1,862-39.2% |
| Participant deferral / active EE | $3,507 | $3,210+9.2% | $3,976-11.8% | $2,980+17.7% |
| Admin fee / account holder | $9 | $1,415-99.4% | $6,100-99.9% | $3,703-99.8% |