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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,827 |
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 | $27,105 | $52,188-48.1% | $86,640-68.7% | $74,460-63.6% |
| Participation rate | 61.4% | 66.3%-4.9pp | 71.7%-10.3pp | 70.7%-9.3pp |
| Annual return | 18.95% | 44.46%-25.5pp | 592.52%-573.6pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,076 | $2,282-52.9% | $3,024-64.4% | $2,638-59.2% |
| Participant deferral / active EE | $1,715 | $3,383-49.3% | $4,438-61.4% | $4,530-62.1% |
| Admin fee / account holder | $5 | $319-98.5% | $5,616-99.9% | $348-98.6% |