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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,983 |
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 | $11,879 | $52,967-77.6% | $172,753-93.1% | $65,186-81.8% |
| Participation rate | 84.8% | 66.2%+18.6pp | 82.6%+2.1pp | 70.2%+14.6pp |
| Annual return | 16.11% | 30.12%-14.0pp | 803.00%-786.9pp | 29.39%-13.3pp |
| Employer contribution / active EE | $636 | $2,190-71.0% | $5,144-87.6% | $2,177-70.8% |
| Participant deferral / active EE | $622 | $2,471-74.8% | $5,198-88.0% | $3,514-82.3% |
| Admin fee / account holder | $13 | $472-97.1% | $13,956-99.9% | $847-98.4% |