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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,151 | $100,938-72.1% | $90,461-68.9% | $158,982-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.55% | 1727.20%-1718.7pp | 1294.76%-1286.2pp | 302.99%-294.4pp |
| Employer contribution / active EE | $7,183 | $3,691+94.6% | $3,264+120.1% | $4,763+50.8% |
| Participant deferral / active EE | $1,042 | $4,350-76.0% | $3,964-73.7% | $5,983-82.6% |
| Admin fee / account holder | $48,170 | $6,510+640.0% | $5,617+757.6% | $11,252+328.1% |