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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
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 | $10,269 | $37,463-72.6% | $77,100-86.7% | $66,949-84.7% |
| Participation rate | 62.2% | 52.9%+9.2pp | 67.9%-5.8pp | 69.8%-7.7pp |
| Annual return | 112.29% | -3.25%+115.5pp | 42.35%+69.9pp | 1.57%+110.7pp |
| Employer contribution / active EE | $1,307 | $1,535-14.8% | $2,815-53.6% | $2,545-48.6% |
| Participant deferral / active EE | $1,847 | $2,621-29.5% | $4,430-58.3% | $4,239-56.4% |
| Admin fee / account holder | $5 | $568-99.1% | $5,443-99.9% | $594-99.2% |