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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,261 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,889 | $88,122-85.4% | $141,197-90.9% | $67,582-80.9% |
| Participation rate | 96.8% | 76.5%+20.4pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | 22.74% | 75.40%-52.7pp | 71.41%-48.7pp | 378.57%-355.8pp |
| Employer contribution / active EE | $4,736 | $3,224+46.9% | $4,7360% | $2,148+120.5% |
| Participant deferral / active EE | $605 | $5,958-89.8% | $6,710-91.0% | $3,539-82.9% |
| Admin fee / account holder | $14 | $131-89.1% | $10,265-99.9% | $142-90.0% |