Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $233,942 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,181 | $86,897+133.8% | $151,634+34.0% | $64,829+213.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -10.21% | -3.57%-6.6pp | 3.32%-13.5pp | 32.85%-43.1pp |
| Employer contribution / active EE | $3,433 | $4,010-14.4% | $6,165-44.3% | $2,507+36.9% |
| Participant deferral / active EE | $11,081 | $6,690+65.6% | $8,363+32.5% | $4,312+157.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |