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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $769 |
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 | $35,155 | $51,226-31.4% | $82,744-57.5% | $66,938-47.5% |
| Participation rate | 57.3% | 67.9%-10.6pp | 72.6%-15.3pp | 69.8%-12.6pp |
| Annual return | -14.12% | -9.61%-4.5pp | 702.22%-716.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $495 | $2,612-81.1% | $3,008-83.6% | $2,545-80.6% |
| Participant deferral / active EE | $1,864 | $3,460-46.1% | $4,395-57.6% | $4,238-56.0% |
| Admin fee / account holder | $6 | $416-98.7% | $5,325-99.9% | $594-99.1% |