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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,483 |
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 | $18,103 | $81,233-77.7% | $155,567-88.4% | $80,874-77.6% |
| Participation rate | 76.2% | 66.2%+10.0pp | 78.2%-2.0pp | 67.6%+8.5pp |
| Annual return | 11.34% | 33.33%-22.0pp | 64.74%-53.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $154 | $3,101-95.0% | $4,674-96.7% | $2,756-94.4% |
| Participant deferral / active EE | $1,872 | $3,452-45.8% | $5,628-66.7% | $4,297-56.4% |
| Admin fee / account holder | $11 | $7,998-99.9% | $15,916-99.9% | $6,935-99.8% |