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 | Participant loan processing; Claims p... | $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 | $44,206-45.3% | $94,057-74.3% | $64,728-62.6% |
| Participation rate | 83.0% | 51.0%+32.0pp | 73.3%+9.7pp | 57.9%+25.1pp |
| Annual return | 10.10% | 259.42%-249.3pp | 480.62%-470.5pp | 49.38%-39.3pp |
| Employer contribution / active EE | $2,436 | $1,635+49.0% | $2,933-17.0% | $2,243+8.6% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $12 | $1,230-99.1% | $7,244-99.8% | $1,145-99.0% |