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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,111 | $95,406-78.9% | $185,849-89.2% | $85,847-76.6% |
| Participation rate | 84.4% | 68.8%+15.6pp | 81.7%+2.7pp | 69.3%+15.1pp |
| Annual return | 18.11% | 23.59%-5.5pp | 122.10%-104.0pp | 318.61%-300.5pp |
| Employer contribution / active EE | $71 | $3,314-97.9% | $5,169-98.6% | $2,565-97.2% |
| Participant deferral / active EE | $2,834 | $3,424-17.2% | $5,569-49.1% | $3,952-28.3% |
| Admin fee / account holder | $7 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |