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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,761 | $65,083-88.1% | $143,788-94.6% | $66,930-88.4% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -12.90% | -11.13%-1.8pp | -0.03%-12.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $392 | $2,361-83.4% | $4,952-92.1% | $2,545-84.6% |
| Participant deferral / active EE | $2,129 | $2,920-27.1% | $5,638-62.2% | $4,238-49.8% |
| Admin fee / account holder | $9 | $502-98.3% | $14,675-99.9% | $593-98.5% |