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; Participant loan 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 | $44,398-45.5% | $103,693-76.7% | $65,191-62.9% |
| Participation rate | 83.0% | 54.3%+28.7pp | 72.6%+10.4pp | 63.0%+20.0pp |
| Annual return | 10.10% | 325.62%-315.5pp | 47.61%-37.5pp | 51.24%-41.1pp |
| Employer contribution / active EE | $2,436 | $1,702+43.1% | $2,920-16.6% | $2,400+1.5% |
| Participant deferral / active EE | $0 | $1,797-100.0% | $4,579-100.0% | $2,671-100.0% |
| Admin fee / account holder | $12 | $856-98.7% | $7,858-99.9% | $907-98.7% |