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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $819 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,579 | $65,092-82.2% | $143,799-91.9% | $66,938-82.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.19% | -11.14%-1.1pp | -0.04%-12.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,067 | $2,362-54.8% | $4,952-78.5% | $2,545-58.1% |
| Participant deferral / active EE | $1,076 | $2,920-63.1% | $5,638-80.9% | $4,238-74.6% |
| Admin fee / account holder | $5 | $502-99.1% | $14,677-100.0% | $594-99.2% |