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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,142 | $50,820-48.6% | $155,567-83.2% | $77,671-66.3% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 21.99% | 34.85%-12.9pp | 64.74%-42.7pp | 31.21%-9.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,904 | $2,823-32.6% | $5,628-66.2% | $4,648-59.0% |
| Admin fee / account holder | $10 | $436-97.8% | $15,916-99.9% | $430-97.8% |