Filed January 26, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $10,251 |
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 | $16,239 | $36,904-56.0% | $158,223-89.7% | $65,191-75.1% |
| Participation rate | 81.3% | 62.1%+19.2pp | 79.2%+2.1pp | 63.0%+18.3pp |
| Annual return | 14.29% | 24.43%-10.1pp | 52.09%-37.8pp | 51.24%-36.9pp |
| Employer contribution / active EE | $1,027 | $1,489-31.1% | $4,109-75.0% | $2,400-57.2% |
| Participant deferral / active EE | $2,370 | $1,936+22.4% | $5,467-56.6% | $2,671-11.3% |
| Admin fee / account holder | $14 | $793-98.3% | $16,047-99.9% | $907-98.5% |