Filed October 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $12,503 |
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 | $15,482 | $49,796-68.9% | $136,867-88.7% | $69,255-77.6% |
| Participation rate | 96.7% | 62.1%+34.6pp | 74.5%+22.1pp | 69.0%+27.6pp |
| Annual return | 12.16% | 12.45%-0.3pp | 42.97%-30.8pp | 26.73%-14.6pp |
| Employer contribution / active EE | $2,869 | $2,044+40.4% | $3,547-19.1% | $2,645+8.5% |
| Participant deferral / active EE | $1,784 | $2,062-13.5% | $4,924-63.8% | $2,890-38.3% |
| Admin fee / account holder | $10 | $484-97.9% | $10,340-99.9% | $733-98.6% |