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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $7,917 |
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 | $51,016 | $56,540-9.8% | $185,851-72.6% | $86,821-41.2% |
| Participation rate | 96.3% | 65.5%+30.8pp | 81.7%+14.6pp | 72.3%+24.0pp |
| Annual return | 21.73% | 118.20%-96.5pp | 122.11%-100.4pp | 97.94%-76.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,126 | $2,555-16.8% | $5,569-61.8% | $4,132-48.5% |
| Admin fee / account holder | $14 | $150-90.4% | $16,245-99.9% | $170-91.6% |