Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $6,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,862 | $73,863-86.6% | $143,797-93.1% | $68,490-85.6% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -13.52% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,802 | $3,385-17.2% | $5,638-50.3% | $4,028-30.4% |
| Admin fee / account holder | $11 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |