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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,336 | $45,343+11.0% | $150,298-66.5% | $67,986-26.0% |
| Participation rate | 74.2% | 51.9%+22.4pp | 77.8%-3.5pp | 57.2%+17.0pp |
| Annual return | 11.67% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $2,303 | $1,462+57.6% | $4,154-44.6% | $2,019+14.1% |
| Participant deferral / active EE | $2,001 | $2,055-2.6% | $5,453-63.3% | $3,358-40.4% |
| Admin fee / account holder | $9 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |