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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,152 |
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.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,070 | $65,453-64.8% | $86,698-73.4% | $66,938-65.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -15.96% | -10.89%-5.1pp | 35.95%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $985 | $2,154-54.2% | $2,837-65.3% | $2,545-61.3% |
| Participant deferral / active EE | $1,721 | $4,102-58.1% | $4,656-63.0% | $4,238-59.4% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $594-98.8% |