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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,848 | $61,166+15.8% | $185,849-61.9% | $79,391-10.8% |
| Participation rate | 30.4% | 66.6%-36.2pp | 81.7%-51.3pp | 70.7%-40.3pp |
| Annual return | 45.23% | 19.45%+25.8pp | 122.10%-76.9pp | 116.88%-71.7pp |
| Employer contribution / active EE | $798 | $2,321-65.6% | $5,169-84.6% | $2,428-67.1% |
| Participant deferral / active EE | $1,377 | $2,789-50.6% | $5,569-75.3% | $4,046-66.0% |
| Admin fee / account holder | $7 | $710-99.0% | $16,244-100.0% | $627-98.8% |