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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,227 |
Participant contribution per participant 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 | $47,501 | $73,863-35.7% | $143,797-67.0% | $68,490-30.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.85% | 0.91%-12.8pp | -0.04%-11.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $5,847 | $3,185+83.6% | $4,952+18.1% | $2,597+125.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |