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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,519 |
Annual investment return 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 | $62,579 | $89,652-30.2% | $141,191-55.7% | $65,185-4.0% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.5%+5.4pp | 70.2%+17.7pp |
| Annual return | 19.50% | 32.79%-13.3pp | 71.41%-51.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,103 | $3,065-64.0% | $4,736-76.7% | $2,177-49.3% |
| Participant deferral / active EE | $2,764 | $5,691-51.4% | $6,710-58.8% | $3,514-21.4% |
| Admin fee / account holder | $7 | $569-98.8% | $10,264-99.9% | $847-99.2% |