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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,235 | $61,172-57.1% | $185,851-85.9% | $79,389-67.0% |
| Participation rate | 19.3% | 66.6%-47.3pp | 81.7%-62.4pp | 70.7%-51.4pp |
| Annual return | 14.53% | 19.45%-4.9pp | 122.11%-107.6pp | 116.89%-102.4pp |
| Employer contribution / active EE | $119 | $2,321-94.9% | $5,168-97.7% | $2,428-95.1% |
| Participant deferral / active EE | $1,012 | $2,788-63.7% | $5,569-81.8% | $4,046-75.0% |
| Admin fee / account holder | $9 | $710-98.7% | $16,245-99.9% | $626-98.5% |