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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,518 |
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 | $49,226 | $47,163+4.4% | $149,696-67.1% | $74,460-33.9% |
| Participation rate | 67.0% | 63.4%+3.5pp | 78.8%-11.8pp | 70.7%-3.8pp |
| Annual return | 18.57% | 22.75%-4.2pp | 134.46%-115.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,555 | $1,907-18.5% | $4,821-67.7% | $2,638-41.1% |
| Participant deferral / active EE | $2,993 | $2,730+9.6% | $5,682-47.3% | $4,530-33.9% |
| Admin fee / account holder | $4 | $343-99.0% | $13,212-100.0% | $348-99.0% |