Filed December 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $8,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $9,142 | $67,512-86.5% | $185,837-95.1% | $93,010-90.2% |
| Participation rate | 57.5% | 67.1%-9.6pp | 81.7%-24.2pp | 73.9%-16.4pp |
| Annual return | 19.93% | 21.04%-1.1pp | 122.08%-102.1pp | 158.70%-138.8pp |
| Employer contribution / active EE | $253 | $1,783-85.8% | $5,168-95.1% | $2,705-90.6% |
| Participant deferral / active EE | $676 | $3,035-77.7% | $5,568-87.9% | $4,561-85.2% |
| Admin fee / account holder | $6 | $318-98.2% | $16,241-100.0% | $152-96.2% |