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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,729 | $95,415-65.7% | $185,851-82.4% | $85,851-61.9% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 31.44% | 23.59%+7.8pp | 122.11%-90.7pp | 318.63%-287.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,659 | $3,424-22.3% | $5,569-52.2% | $3,952-32.7% |
| Admin fee / account holder | $1 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |