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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,714 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,721 | $84,936-72.1% | $111,308-78.7% | $79,391-70.1% |
| Participation rate | 69.9% | 75.9%-5.9pp | 77.3%-7.4pp | 70.7%-0.8pp |
| Annual return | 16.23% | 17.45%-1.2pp | 54.67%-38.4pp | 116.88%-100.7pp |
| Employer contribution / active EE | $1,327 | $1,979-33.0% | $2,732-51.4% | $2,428-45.3% |
| Participant deferral / active EE | $2,216 | $3,888-43.0% | $4,487-50.6% | $4,046-45.2% |
| Admin fee / account holder | $13 | $537-97.5% | $7,965-99.8% | $627-97.9% |