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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $9,547 |
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 | $29,195 | $65,960-55.7% | $81,882-64.3% | $77,762-62.5% |
| Participation rate | 66.5% | 65.8%+0.7pp | 72.4%-5.9pp | 70.6%-4.1pp |
| Annual return | 16.00% | 26.64%-10.6pp | 779.47%-763.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,269 | $2,375-46.6% | $2,916-56.5% | $2,728-53.5% |
| Participant deferral / active EE | $2,047 | $3,505-41.6% | $4,323-52.6% | $4,651-56.0% |
| Admin fee / account holder | $9 | $526-98.2% | $7,360-99.9% | $433-97.8% |