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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
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.
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 | $5,920 | $50,151-88.2% | $149,717-96.0% | $80,149-92.6% |
| Participation rate | 67.0% | 64.3%+2.7pp | 78.8%-11.8pp | 72.9%-6.0pp |
| Annual return | 59.11% | 29.80%+29.3pp | 134.41%-75.3pp | 40.39%+18.7pp |
| Employer contribution / active EE | $877 | $1,867-53.0% | $4,820-81.8% | $2,977-70.6% |
| Participant deferral / active EE | $395 | $3,194-87.6% | $5,682-93.1% | $5,015-92.1% |
| Admin fee / account holder | $1 | $153-99.3% | $13,213-100.0% | $145-99.3% |