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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $674 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,579 | $61,391-71.4% | $149,723-88.3% | $71,529-75.4% |
| Participation rate | 87.7% | 62.5%+25.2pp | 78.8%+8.9pp | 67.9%+19.8pp |
| Annual return | -5.51% | 35.88%-41.4pp | 134.50%-140.0pp | 28.97%-34.5pp |
| Employer contribution / active EE | $427 | $2,384-82.1% | $4,821-91.1% | $2,590-83.5% |
| Participant deferral / active EE | $4,002 | $2,921+37.0% | $5,682-29.6% | $4,291-6.7% |
| Admin fee / account holder | $1 | $1,264-99.9% | $13,215-100.0% | $1,588-99.9% |