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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,746 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,853 | $85,171-62.6% | $172,753-81.6% | $72,976-56.4% |
| Participation rate | 91.5% | 70.1%+21.5pp | 82.6%+8.9pp | 69.5%+22.0pp |
| Annual return | 20.83% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,256 | $3,260-30.8% | $5,198-56.6% | $3,608-37.5% |
| Admin fee / account holder | $13 | $5,880-99.8% | $13,956-99.9% | $5,124-99.7% |