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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,000 | $46,325-54.7% | $143,788-85.4% | $64,814-67.6% |
| Participation rate | 21.2% | 64.2%-43.1pp | 80.3%-59.1pp | 71.5%-50.3pp |
| Annual return | -8.79% | -10.05%+1.3pp | -0.03%-8.8pp | 32.84%-41.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $536 | $2,647-79.7% | $5,638-90.5% | $4,310-87.6% |
| Admin fee / account holder | $7 | $154-95.3% | $14,675-100.0% | $188-96.1% |