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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,541 |
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 | $9,962 | $65,125-84.7% | $143,797-93.1% | $66,949-85.1% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -14.10% | -11.13%-3.0pp | -0.04%-14.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,873 | $2,362-20.7% | $4,952-62.2% | $2,545-26.4% |
| Participant deferral / active EE | $1,974 | $2,920-32.4% | $5,638-65.0% | $4,239-53.4% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.1% |