Filed March 30, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,190 | $51,878-53.4% | $68,368-64.6% | $79,634-69.6% |
| Participation rate | 83.0% | 53.7%+29.3pp | 73.8%+9.2pp | 62.5%+20.5pp |
| Annual return | 10.10% | 137.43%-127.3pp | 292.57%-282.5pp | 36.46%-26.4pp |
| Employer contribution / active EE | $2,436 | $1,931+26.1% | $2,649-8.0% | $2,529-3.7% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $12 | $942-98.8% | $5,150-99.8% | $1,002-98.9% |