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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,088 | $58,344+44.1% | $98,483-14.6% | $86,821-3.1% |
| Participation rate | 29.1% | 68.4%-39.3pp | 73.3%-44.2pp | 72.3%-43.2pp |
| Annual return | 27.00% | 43.47%-16.5pp | 1494.38%-1467.4pp | 97.94%-70.9pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,612 | $3,156-48.9% | $4,276-62.3% | $4,132-61.0% |
| Admin fee / account holder | $3 | $138-97.6% | $5,953-99.9% | $170-98.0% |