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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $7,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,483 | $85,135-67.7% | $98,920-72.2% | $73,412-62.6% |
| Participation rate | 58.0% | 81.1%-23.1pp | 76.0%-18.0pp | 72.2%-14.2pp |
| Annual return | 22.01% | 19.14%+2.9pp | 196.47%-174.5pp | 59.30%-37.3pp |
| Employer contribution / active EE | $1,273 | $2,721-53.2% | $2,689-52.7% | $2,234-43.0% |
| Participant deferral / active EE | $2,349 | $4,349-46.0% | $4,245-44.7% | $3,806-38.3% |
| Admin fee / account holder | $20 | $139-85.4% | $6,643-99.7% | $158-87.1% |