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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,189 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,443 | $52,961-80.3% | $172,752-94.0% | $65,185-84.0% |
| Participation rate | 50.5% | 66.2%-15.7pp | 82.6%-32.1pp | 70.2%-19.7pp |
| Annual return | 23.52% | 30.12%-6.6pp | 802.97%-779.4pp | 29.38%-5.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,014 | $2,471-58.9% | $5,198-80.5% | $3,514-71.1% |
| Admin fee / account holder | $8 | $472-98.3% | $13,955-99.9% | $847-99.0% |