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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $3,107 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,431 | $66,124-84.2% | $90,461-88.5% | $73,497-85.8% |
| Participation rate | 87.5% | 69.7%+17.8pp | 72.7%+14.8pp | 70.7%+16.8pp |
| Annual return | 10.47% | 17.65%-7.2pp | 1294.76%-1284.3pp | 28.51%-18.0pp |
| Employer contribution / active EE | $899 | $2,346-61.7% | $3,264-72.5% | $2,270-60.4% |
| Participant deferral / active EE | $995 | $3,039-67.3% | $3,964-74.9% | $3,740-73.4% |
| Admin fee / account holder | $9 | $396-97.7% | $5,617-99.8% | $513-98.2% |