Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,326 |
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 | $31,623 | $47,180-33.0% | $149,723-78.9% | $74,473-57.5% |
| Participation rate | 50.5% | 63.4%-12.9pp | 78.8%-28.2pp | 70.7%-20.2pp |
| Annual return | 16.49% | 22.75%-6.3pp | 134.50%-118.0pp | 34.36%-17.9pp |
| Employer contribution / active EE | $594 | $1,907-68.9% | $4,821-87.7% | $2,638-77.5% |
| Participant deferral / active EE | $1,749 | $2,730-35.9% | $5,682-69.2% | $4,530-61.4% |
| Admin fee / account holder | $5 | $343-98.6% | $13,215-100.0% | $347-98.6% |