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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,600 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,037 | $46,332-87.0% | $143,799-95.8% | $64,819-90.7% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.0pp |
| Annual return | -15.32% | -10.05%-5.3pp | -0.04%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $1,677 | $1,911-12.2% | $4,952-66.1% | $2,507-33.1% |
| Participant deferral / active EE | $1,383 | $2,647-47.8% | $5,638-75.5% | $4,311-67.9% |
| Admin fee / account holder | $6 | $154-95.8% | $14,677-100.0% | $188-96.6% |