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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $69,525 | $67,594+2.9% | $77,361-10.1% | $69,733-0.3% |
| Participation rate | 56.4% | 71.7%-15.3pp | 75.0%-18.5pp | 62.5%-6.0pp |
| Annual return | 11.37% | 19.20%-7.8pp | 1011.54%-1000.2pp | 15.22%-3.8pp |
| Employer contribution / active EE | $1,132 | $2,649-57.3% | $2,990-62.1% | $2,250-49.7% |
| Participant deferral / active EE | $3,507 | $3,401+3.1% | $3,911-10.3% | $3,054+14.8% |
| Admin fee / account holder | $9 | $1,159-99.3% | $5,894-99.9% | $3,102-99.7% |