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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,916 | $66,124-88.0% | $90,461-91.2% | $73,497-89.2% |
| Participation rate | 36.2% | 69.7%-33.5pp | 72.7%-36.5pp | 70.7%-34.5pp |
| Annual return | 24.37% | 17.65%+6.7pp | 1294.76%-1270.4pp | 28.51%-4.1pp |
| Employer contribution / active EE | $580 | $2,346-75.3% | $3,264-82.2% | $2,270-74.5% |
| Participant deferral / active EE | $843 | $3,039-72.2% | $3,964-78.7% | $3,740-77.4% |
| Admin fee / account holder | $3 | $396-99.3% | $5,617-99.9% | $513-99.4% |