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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $3,890 |
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 | $142,603 | $55,470+157.1% | $155,556-8.3% | $74,478+91.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.24% | 269.80%-259.6pp | 64.84%-54.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,145 | $2,267-49.5% | $4,675-75.5% | $2,626-56.4% |
| Participant deferral / active EE | $2,755 | $2,838-2.9% | $5,631-51.1% | $4,350-36.7% |
| Admin fee / account holder | $14 | $1,744-99.2% | $15,885-99.9% | $1,946-99.3% |