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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $740 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,786 | $55,437-62.5% | $155,534-86.6% | $74,459-72.1% |
| Participation rate | 26.6% | 61.9%-35.3pp | 78.2%-51.6pp | 67.2%-40.6pp |
| Annual return | 14.90% | 269.58%-254.7pp | 64.92%-50.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $968 | $2,837-65.9% | $5,630-82.8% | $4,350-77.7% |
| Admin fee / account holder | $6 | $1,742-99.7% | $15,900-100.0% | $1,945-99.7% |