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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $30,812 | $46,599-33.9% | $64,101-51.9% | $75,173-59.0% |
| Participation rate | 64.1% | 65.9%-1.8pp | 72.3%-8.2pp | 67.2%-3.1pp |
| Annual return | 15.02% | 26.06%-11.0pp | 33.72%-18.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $383 | $1,975-80.6% | $2,749-86.1% | $2,671-85.6% |
| Participant deferral / active EE | $49 | $2,837-98.3% | $3,881-98.7% | $4,126-98.8% |
| Admin fee / account holder | $5 | $2,956-99.8% | $3,070-99.8% | $5,651-99.9% |