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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $3,752 |
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 | $24,987 | $55,472-55.0% | $155,567-83.9% | $74,546-66.5% |
| Participation rate | 54.6% | 61.9%-7.3pp | 78.2%-23.6pp | 67.2%-12.6pp |
| Annual return | 13.53% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,185 | $2,269-47.8% | $4,674-74.6% | $2,624-54.8% |
| Participant deferral / active EE | $1,431 | $2,838-49.6% | $5,628-74.6% | $4,347-67.1% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |