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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $766 |
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 | $77,937 | $69,771+11.7% | $67,524+15.4% | $74,400+4.8% |
| Participation rate | 35.1% | 71.4%-36.3pp | 72.9%-37.8pp | 67.2%-32.1pp |
| Annual return | 14.77% | -40.49%+55.3pp | 3519.41%-3504.6pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $688 | $2,710-74.6% | $2,734-74.8% | $2,624-73.8% |
| Participant deferral / active EE | $1,656 | $3,638-54.5% | $4,001-58.6% | $4,348-61.9% |
| Admin fee / account holder | $7 | $889-99.2% | $4,001-99.8% | $1,944-99.6% |