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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,336 |
Participant 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 | $28,126 | $63,768-55.9% | $98,483-71.4% | $79,391-64.6% |
| Participation rate | 95.4% | 69.9%+25.5pp | 73.3%+22.0pp | 70.7%+24.7pp |
| Annual return | 21.46% | 626.18%-604.7pp | 1494.38%-1472.9pp | 116.88%-95.4pp |
| Employer contribution / active EE | $2,695 | $2,558+5.4% | $2,961-9.0% | $2,428+11.0% |
| Participant deferral / active EE | $917 | $3,305-72.2% | $4,276-78.5% | $4,046-77.3% |
| Admin fee / account holder | $11 | $516-97.9% | $5,953-99.8% | $627-98.3% |