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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,573 | $98,766-58.9% | $149,730-72.9% | $79,852-49.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 20.28% | 27.43%-7.2pp | 276.70%-256.4pp | 31.72%-11.4pp |
| Employer contribution / active EE | $2,722 | $3,217-15.4% | $4,645-41.4% | $2,471+10.1% |
| Participant deferral / active EE | $5,113 | $5,681-10.0% | $6,843-25.3% | $3,740+36.7% |
| Admin fee / account holder | $3,431 | $6,052-43.3% | $9,310-63.2% | $5,306-35.3% |