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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,648 | $65,092-68.3% | $143,799-85.6% | $66,938-69.2% |
| Participation rate | 33.5% | 65.2%-31.7pp | 80.3%-46.8pp | 69.8%-36.3pp |
| Annual return | -20.78% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.4pp |
| Employer contribution / active EE | $1,035 | $2,362-56.2% | $4,952-79.1% | $2,545-59.3% |
| Participant deferral / active EE | $2,087 | $2,920-28.5% | $5,638-63.0% | $4,238-50.8% |
| Admin fee / account holder | $2 | $502-99.6% | $14,677-100.0% | $594-99.7% |