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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,907 | $58,895-52.6% | $178,503-84.4% | $73,497-62.0% |
| Participation rate | 86.8% | 66.2%+20.6pp | 81.9%+4.9pp | 70.7%+16.1pp |
| Annual return | 8.03% | 24.86%-16.8pp | 151.12%-143.1pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,107 | $2,236-50.5% | $5,011-77.9% | $2,270-51.2% |
| Participant deferral / active EE | $1,420 | $2,567-44.7% | $5,202-72.7% | $3,740-62.0% |
| Admin fee / account holder | $7 | $400-98.3% | $13,987-100.0% | $513-98.7% |