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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $448 |
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 | $25,328 | $47,163-46.3% | $149,696-83.1% | $74,460-66.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 78.8%-28.8pp | 70.7%-20.7pp |
| Annual return | 15.13% | 22.75%-7.6pp | 134.46%-119.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,952 | $2,730-28.5% | $5,682-65.7% | $4,530-56.9% |
| Admin fee / account holder | $4 | $343-98.9% | $13,212-100.0% | $348-98.9% |