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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,216 | $73,863-75.3% | $143,797-87.3% | $68,490-73.4% |
| Participation rate | 46.6% | 66.7%-20.1pp | 80.3%-33.7pp | 67.9%-21.3pp |
| Annual return | -13.52% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $870 | $3,185-72.7% | $4,952-82.4% | $2,597-66.5% |
| Participant deferral / active EE | $1,543 | $3,385-54.4% | $5,638-72.6% | $4,028-61.7% |
| Admin fee / account holder | $5 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |