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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,119 | $61,356-68.8% | $149,696-87.2% | $71,511-73.3% |
| Participation rate | 34.1% | 62.5%-28.4pp | 78.8%-44.7pp | 67.9%-33.9pp |
| Annual return | 11.98% | 35.86%-23.9pp | 134.46%-122.5pp | 28.86%-16.9pp |
| Employer contribution / active EE | $615 | $2,382-74.2% | $4,821-87.2% | $2,589-76.2% |
| Participant deferral / active EE | $1,034 | $2,920-64.6% | $5,682-81.8% | $4,291-75.9% |
| Admin fee / account holder | $2 | $1,263-99.8% | $13,212-100.0% | $1,588-99.9% |