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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $5,227 |
Annual investment return 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 | $9,983 | $54,237-81.6% | $90,324-88.9% | $67,582-85.2% |
| Participation rate | 98.8% | 68.6%+30.2pp | 73.3%+25.6pp | 71.3%+27.6pp |
| Annual return | 15.83% | 37.27%-21.4pp | 78.15%-62.3pp | 378.57%-362.7pp |
| Employer contribution / active EE | $1,134 | $1,846-38.6% | $2,856-60.3% | $2,148-47.2% |
| Participant deferral / active EE | $1,076 | $2,625-59.0% | $3,885-72.3% | $3,539-69.6% |
| Admin fee / account holder | $12 | $123-90.3% | $5,356-99.8% | $142-91.6% |