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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,683 |
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 | $14,349 | $52,293-72.6% | $178,503-92.0% | $73,412-80.5% |
| Participation rate | 87.4% | 65.3%+22.1pp | 81.9%+5.5pp | 72.2%+15.2pp |
| Annual return | 14.86% | 34.75%-19.9pp | 151.12%-136.3pp | 59.30%-44.4pp |
| Employer contribution / active EE | $452 | $1,736-74.0% | $5,011-91.0% | $2,234-79.8% |
| Participant deferral / active EE | $1,065 | $2,333-54.4% | $5,202-79.5% | $3,806-72.0% |
| Admin fee / account holder | $5 | $127-95.8% | $13,987-100.0% | $158-96.6% |