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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $388 |
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 | $34,082 | $47,180-27.8% | $149,723-77.2% | $74,473-54.2% |
| Participation rate | 29.6% | 63.4%-33.8pp | 78.8%-49.1pp | 70.7%-41.1pp |
| Annual return | 18.17% | 22.75%-4.6pp | 134.50%-116.3pp | 34.36%-16.2pp |
| Employer contribution / active EE | $212 | $1,907-88.9% | $4,821-95.6% | $2,638-92.0% |
| Participant deferral / active EE | $972 | $2,730-64.4% | $5,682-82.9% | $4,530-78.5% |
| Admin fee / account holder | $2 | $343-99.5% | $13,215-100.0% | $347-99.5% |