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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $5,129 |
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 | $12,040 | $46,464-74.1% | $150,298-92.0% | $79,634-84.9% |
| Participation rate | 82.2% | 57.0%+25.2pp | 77.8%+4.4pp | 62.5%+19.7pp |
| Annual return | 13.13% | 27.89%-14.8pp | 62.79%-49.7pp | 36.46%-23.3pp |
| Employer contribution / active EE | $305 | $1,512-79.9% | $4,154-92.7% | $2,529-88.0% |
| Participant deferral / active EE | $1,179 | $2,157-45.4% | $5,453-78.4% | $3,835-69.3% |
| Admin fee / account holder | $9 | $891-98.9% | $14,116-99.9% | $1,002-99.1% |