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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,614 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,584 | $46,332-87.9% | $143,797-96.1% | $64,824-91.4% |
| Participation rate | 62.0% | 64.2%-2.3pp | 80.3%-18.3pp | 71.5%-9.5pp |
| Annual return | -13.84% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $944 | $2,647-64.3% | $5,638-83.3% | $4,311-78.1% |
| Admin fee / account holder | $8 | $154-94.9% | $14,679-99.9% | $188-95.9% |