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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,385 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,179 | $52,188-88.2% | $86,656-92.9% | $74,473-91.7% |
| Participation rate | 91.2% | 66.3%+24.8pp | 71.7%+19.5pp | 70.7%+20.4pp |
| Annual return | 16.35% | 44.46%-28.1pp | 593.09%-576.7pp | 34.36%-18.0pp |
| Employer contribution / active EE | $929 | $2,282-59.3% | $3,025-69.3% | $2,638-64.8% |
| Participant deferral / active EE | $1,223 | $3,383-63.8% | $4,439-72.4% | $4,530-73.0% |
| Admin fee / account holder | $5 | $319-98.4% | $5,619-99.9% | $347-98.5% |