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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $844 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,433 | $51,620-74.0% | $90,324-85.1% | $65,186-79.4% |
| Participation rate | 98.4% | 68.6%+29.8pp | 73.3%+25.1pp | 70.2%+28.2pp |
| Annual return | 18.66% | 24.94%-6.3pp | 78.15%-59.5pp | 29.39%-10.7pp |
| Employer contribution / active EE | $664 | $2,235-70.3% | $2,856-76.7% | $2,177-69.5% |
| Participant deferral / active EE | $593 | $2,871-79.3% | $3,885-84.7% | $3,514-83.1% |
| Admin fee / account holder | $6 | $384-98.6% | $5,356-99.9% | $847-99.3% |