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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,129 |
Employer 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 | $12,040 | $36,904-67.4% | $158,223-92.4% | $65,191-81.5% |
| Participation rate | 82.2% | 62.1%+20.1pp | 79.2%+3.0pp | 63.0%+19.2pp |
| Annual return | 13.13% | 24.43%-11.3pp | 52.09%-39.0pp | 51.24%-38.1pp |
| Employer contribution / active EE | $305 | $1,489-79.6% | $4,109-92.6% | $2,400-87.3% |
| Participant deferral / active EE | $1,179 | $1,936-39.1% | $5,467-78.4% | $2,671-55.9% |
| Admin fee / account holder | $9 | $793-98.8% | $16,047-99.9% | $907-99.0% |