Filed March 31, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,646 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,406 | $52,293-59.1% | $178,490-88.0% | $73,409-70.8% |
| Participation rate | 95.5% | 65.3%+30.2pp | 81.9%+13.6pp | 72.2%+23.3pp |
| Annual return | 2.00% | 34.75%-32.7pp | 151.07%-149.1pp | 59.29%-57.3pp |
| Employer contribution / active EE | $949 | $1,735-45.3% | $5,011-81.1% | $2,234-57.5% |
| Participant deferral / active EE | $1,503 | $2,332-35.6% | $5,202-71.1% | $3,805-60.5% |
| Admin fee / account holder | $14 | $127-89.1% | $13,984-99.9% | $158-91.2% |