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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $948 |
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 | $18,228 | $63,768-71.4% | $98,506-81.5% | $79,389-77.0% |
| Participation rate | 97.7% | 69.9%+27.8pp | 73.3%+24.3pp | 70.7%+27.0pp |
| Annual return | 12.62% | 626.18%-613.6pp | 1494.92%-1482.3pp | 116.89%-104.3pp |
| Employer contribution / active EE | $733 | $2,558-71.3% | $2,961-75.2% | $2,428-69.8% |
| Participant deferral / active EE | $674 | $3,305-79.6% | $4,277-84.3% | $4,046-83.4% |
| Admin fee / account holder | $6 | $516-98.9% | $5,955-99.9% | $626-99.1% |