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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,495 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,964 | $56,540-50.5% | $185,851-85.0% | $86,821-67.8% |
| Participation rate | 97.9% | 65.5%+32.4pp | 81.7%+16.2pp | 72.3%+25.7pp |
| Annual return | 228.26% | 118.20%+110.1pp | 122.11%+106.2pp | 97.94%+130.3pp |
| Employer contribution / active EE | $278 | $1,844-84.9% | $5,168-94.6% | $2,406-88.4% |
| Participant deferral / active EE | $693 | $2,555-72.9% | $5,569-87.6% | $4,132-83.2% |
| Admin fee / account holder | $4 | $150-97.2% | $16,245-100.0% | $170-97.5% |