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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $199 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,378 | $42,910-31.5% | $60,919-51.8% | $68,490-57.1% |
| Participation rate | 80.9% | 66.8%+14.1pp | 73.1%+7.8pp | 67.9%+13.0pp |
| Annual return | -13.16% | -13.99%+0.8pp | 16.96%-30.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,234 | $1,978+114.0% | $2,704+56.6% | $2,597+63.0% |
| Participant deferral / active EE | $726 | $2,866-74.7% | $3,814-81.0% | $4,028-82.0% |
| Admin fee / account holder | $2 | $3,104-99.9% | $3,228-99.9% | $5,403-100.0% |