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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,243 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,445 | $58,888-21.1% | $178,499-74.0% | $73,493-36.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.79% | 24.86%-11.1pp | 151.10%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,423 | $2,236-36.4% | $5,011-71.6% | $2,270-37.3% |
| Participant deferral / active EE | $3,510 | $2,568+36.7% | $5,202-32.5% | $3,740-6.1% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-99.0% |