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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,669 | $82,133+17.7% | $147,318-34.4% | $64,097+50.8% |
| Participation rate | 95.2% | 62.3%+32.9pp | 82.1%+13.1pp | 55.2%+40.0pp |
| Annual return | 13.32% | 78.78%-65.5pp | 70.43%-57.1pp | 34.64%-21.3pp |
| Employer contribution / active EE | $5,476 | $2,872+90.6% | $4,593+19.2% | $1,891+189.5% |
| Participant deferral / active EE | $4,141 | $5,407-23.4% | $7,906-47.6% | $3,080+34.4% |
| Admin fee / account holder | $10 | $3,730-99.7% | $13,708-99.9% | $3,454-99.7% |