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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims 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 | $64,705+7.5% | $62,929+10.5% | $67,986+2.3% |
| Participation rate | 56.4% | 65.6%-9.2pp | 73.1%-16.7pp | 57.2%-0.8pp |
| Annual return | 11.37% | 20.31%-8.9pp | 1063.93%-1052.6pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,132 | $2,376-52.3% | $2,505-54.8% | $2,019-43.9% |
| Participant deferral / active EE | $3,507 | $3,198+9.7% | $3,888-9.8% | $3,358+4.4% |
| Admin fee / account holder | $9 | $1,428-99.4% | $5,065-99.8% | $3,203-99.7% |