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... | $7,544 |
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 | $12,768 | $65,960-80.6% | $81,844-84.4% | $77,736-83.6% |
| Participation rate | 98.1% | 65.8%+32.3pp | 72.4%+25.7pp | 70.6%+27.5pp |
| Annual return | 18.04% | 26.64%-8.6pp | 778.87%-760.8pp | 31.26%-13.2pp |
| Employer contribution / active EE | $2,482 | $2,375+4.5% | $2,916-14.9% | $2,728-9.0% |
| Participant deferral / active EE | $1,355 | $3,505-61.4% | $4,323-68.7% | $4,651-70.9% |
| Admin fee / account holder | $9 | $526-98.2% | $7,355-99.9% | $433-97.8% |