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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,362 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,650 | $63,768-36.3% | $98,506-58.7% | $79,389-48.8% |
| Participation rate | 85.2% | 69.9%+15.3pp | 73.3%+11.8pp | 70.7%+14.5pp |
| Annual return | 13.66% | 626.18%-612.5pp | 1494.92%-1481.3pp | 116.89%-103.2pp |
| Employer contribution / active EE | $1,192 | $2,558-53.4% | $2,961-59.7% | $2,428-50.9% |
| Participant deferral / active EE | $1,538 | $3,305-53.5% | $4,277-64.0% | $4,046-62.0% |
| Admin fee / account holder | $6 | $516-98.7% | $5,955-99.9% | $626-99.0% |