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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,819 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,171 | $47,180-70.0% | $149,723-90.5% | $74,473-81.0% |
| Participation rate | 91.9% | 63.4%+28.5pp | 78.8%+13.2pp | 70.7%+21.2pp |
| Annual return | 17.36% | 22.75%-5.4pp | 134.50%-117.1pp | 34.36%-17.0pp |
| Employer contribution / active EE | $793 | $1,907-58.4% | $4,821-83.6% | $2,638-69.9% |
| Participant deferral / active EE | $1,595 | $2,730-41.6% | $5,682-71.9% | $4,530-64.8% |
| Admin fee / account holder | $6 | $343-98.1% | $13,215-100.0% | $347-98.2% |