Filed June 11, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $2,804 |
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 | $8,506 | $60,504-85.9% | $81,882-89.6% | $74,478-88.6% |
| Participation rate | 95.8% | 62.9%+32.8pp | 72.4%+23.4pp | 67.2%+28.5pp |
| Annual return | 15.03% | 16.91%-1.9pp | 779.47%-764.4pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $840 | $2,627-68.0% | $2,916-71.2% | $2,626-68.0% |
| Participant deferral / active EE | $1,742 | $3,400-48.8% | $4,323-59.7% | $4,350-60.0% |
| Admin fee / account holder | $11 | $1,492-99.2% | $7,360-99.8% | $1,946-99.4% |