Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $8,945 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,548 | $52,293-79.8% | $178,503-94.1% | $73,412-85.6% |
| Participation rate | 81.2% | 65.3%+15.8pp | 81.9%-0.8pp | 72.2%+9.0pp |
| Annual return | 14.52% | 34.75%-20.2pp | 151.12%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,677 | $2,333-28.1% | $5,202-67.8% | $3,806-55.9% |
| Admin fee / account holder | $13 | $127-89.6% | $13,987-99.9% | $158-91.6% |