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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,038 | $55,446-56.6% | $155,574-84.5% | $74,429-67.7% |
| Participation rate | 59.7% | 61.9%-2.2pp | 78.2%-18.5pp | 67.2%-7.5pp |
| Annual return | 16.85% | 269.20%-252.3pp | 64.87%-48.0pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,064 | $2,836-27.2% | $5,629-63.3% | $4,348-52.5% |
| Admin fee / account holder | $3 | $1,743-99.8% | $15,914-100.0% | $1,944-99.8% |