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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $16,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,199 | $50,820-24.8% | $155,567-75.4% | $77,671-50.8% |
| Participation rate | 69.5% | 63.1%+6.4pp | 78.2%-8.7pp | 70.6%-1.1pp |
| Annual return | 14.34% | 34.85%-20.5pp | 64.74%-50.4pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,999 | $1,993+0.3% | $4,674-57.2% | $2,726-26.7% |
| Participant deferral / active EE | $1,635 | $2,823-42.1% | $5,628-71.0% | $4,648-64.8% |
| Admin fee / account holder | $14 | $436-96.7% | $15,916-99.9% | $430-96.7% |