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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,124 | $60,139-66.5% | $90,461-77.8% | $79,856-74.8% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+25.9pp |
| Annual return | 12.10% | 71.96%-59.9pp | 1294.76%-1282.7pp | 31.71%-19.6pp |
| Employer contribution / active EE | -$34 | $2,069-101.6% | $3,264-101.0% | $2,471-101.4% |
| Participant deferral / active EE | -$58 | $2,939-102.0% | $3,964-101.5% | $3,741-101.5% |
| Admin fee / account holder | $18 | $3,978-99.5% | $5,617-99.7% | $5,306-99.7% |