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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,121 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,559 | $58,895-77.0% | $178,503-92.4% | $73,497-81.6% |
| Participation rate | 81.4% | 66.2%+15.2pp | 81.9%-0.5pp | 70.7%+10.7pp |
| Annual return | -0.83% | 24.86%-25.7pp | 151.12%-151.9pp | 28.51%-29.3pp |
| Employer contribution / active EE | $372 | $2,236-83.4% | $5,011-92.6% | $2,270-83.6% |
| Participant deferral / active EE | $3,248 | $2,567+26.5% | $5,202-37.6% | $3,740-13.2% |
| Admin fee / account holder | $3 | $400-99.3% | $13,987-100.0% | $513-99.5% |