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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,790 | $50,919-72.9% | $155,556-91.1% | $77,762-82.3% |
| Participation rate | 34.1% | 63.1%-29.0pp | 78.2%-44.1pp | 70.6%-36.5pp |
| Annual return | 20.27% | 34.84%-14.6pp | 64.84%-44.6pp | 31.27%-11.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,466 | $2,824-48.1% | $5,631-74.0% | $4,651-68.5% |
| Admin fee / account holder | $11 | $437-97.6% | $15,885-99.9% | $433-97.6% |