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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,758 |
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 | $8,421 | $51,620-83.7% | $90,324-90.7% | $65,186-87.1% |
| Participation rate | 97.3% | 68.6%+28.6pp | 73.3%+24.0pp | 70.2%+27.1pp |
| Annual return | 16.77% | 24.94%-8.2pp | 78.15%-61.4pp | 29.39%-12.6pp |
| Employer contribution / active EE | $591 | $2,235-73.5% | $2,856-79.3% | $2,177-72.8% |
| Participant deferral / active EE | $880 | $2,871-69.4% | $3,885-77.4% | $3,514-75.0% |
| Admin fee / account holder | $10 | $384-97.5% | $5,356-99.8% | $847-98.9% |