Filed August 27, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $3,052 |
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 | $48,966 | $55,472-11.7% | $155,567-68.5% | $74,546-34.3% |
| Participation rate | 58.2% | 61.9%-3.7pp | 78.2%-20.0pp | 67.2%-9.0pp |
| Annual return | 13.93% | 268.72%-254.8pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $870 | $2,269-61.7% | $4,674-81.4% | $2,624-66.9% |
| Participant deferral / active EE | $2,303 | $2,838-18.8% | $5,628-59.1% | $4,347-47.0% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |