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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,916 | $84,493-84.7% | $125,381-89.7% | $66,938-80.7% |
| Participation rate | 75.1% | 76.4%-1.3pp | 82.4%-7.2pp | 69.8%+5.3pp |
| Annual return | -17.09% | -8.49%-8.6pp | 572.31%-589.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,379 | $3,554-61.2% | $4,815-71.4% | $2,545-45.8% |
| Participant deferral / active EE | $2,620 | $6,783-61.4% | $7,448-64.8% | $4,238-38.2% |
| Admin fee / account holder | $6 | $685-99.1% | $10,007-99.9% | $594-99.0% |