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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,971 | $73,863-33.7% | $143,797-65.9% | $68,490-28.5% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.9pp | 67.9%-19.4pp |
| Annual return | -10.83% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $2,230 | $3,185-30.0% | $4,952-55.0% | $2,597-14.1% |
| Participant deferral / active EE | $4,331 | $3,385+27.9% | $5,638-23.2% | $4,028+7.5% |
| Admin fee / account holder | $5 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |