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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,019 |
Employer contribution per participant 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 | $21,272 | $58,888-63.9% | $178,499-88.1% | $73,493-71.1% |
| Participation rate | 82.5% | 66.2%+16.3pp | 81.9%+0.6pp | 70.7%+11.8pp |
| Annual return | 18.66% | 24.86%-6.2pp | 151.10%-132.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $44 | $2,236-98.0% | $5,011-99.1% | $2,270-98.1% |
| Participant deferral / active EE | $1,699 | $2,568-33.8% | $5,202-67.3% | $3,740-54.6% |
| Admin fee / account holder | $6 | $400-98.6% | $13,986-100.0% | $513-98.9% |