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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,629 |
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 | $4,986 | $46,332-89.2% | $143,799-96.5% | $64,819-92.3% |
| Participation rate | 97.8% | 64.2%+33.6pp | 80.3%+17.5pp | 71.5%+26.3pp |
| Annual return | -1.87% | -10.05%+8.2pp | -0.04%-1.8pp | 32.84%-34.7pp |
| Employer contribution / active EE | $384 | $1,911-79.9% | $4,952-92.2% | $2,507-84.7% |
| Participant deferral / active EE | $1,543 | $2,647-41.7% | $5,638-72.6% | $4,311-64.2% |
| Admin fee / account holder | $3 | $154-97.8% | $14,677-100.0% | $188-98.2% |