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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,627 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,776 | $84,493-65.9% | $125,381-77.0% | $66,938-57.0% |
| Participation rate | 80.1% | 76.4%+3.7pp | 82.4%-2.3pp | 69.8%+10.3pp |
| Annual return | -15.77% | -8.49%-7.3pp | 572.31%-588.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $880 | $3,554-75.2% | $4,815-81.7% | $2,545-65.4% |
| Participant deferral / active EE | $1,760 | $6,783-74.0% | $7,448-76.4% | $4,238-58.5% |
| Admin fee / account holder | $8 | $685-98.8% | $10,007-99.9% | $594-98.6% |