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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,141 |
Employer 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 | $121,984 | $105,200+16.0% | $159,474-23.5% | $85,847+42.1% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 14.73% | 45.08%-30.3pp | 263.68%-248.9pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,539 | $5,946+10.0% | $7,353-11.1% | $3,952+65.5% |
| Admin fee / account holder | $12 | $6,934-99.8% | $10,802-99.9% | $6,261-99.8% |