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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
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 | $21,423 | $65,092-67.1% | $143,799-85.1% | $66,938-68.0% |
| Participation rate | 52.1% | 65.2%-13.2pp | 80.3%-28.3pp | 69.8%-17.8pp |
| Annual return | -15.36% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $751 | $2,362-68.2% | $4,952-84.8% | $2,545-70.5% |
| Participant deferral / active EE | $1,775 | $2,920-39.2% | $5,638-68.5% | $4,238-58.1% |
| Admin fee / account holder | $5 | $502-99.0% | $14,677-100.0% | $594-99.2% |