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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,234 |
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 | $22,917 | $58,895-61.1% | $178,503-87.2% | $73,497-68.8% |
| Participation rate | 85.8% | 66.2%+19.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 12.64% | 24.86%-12.2pp | 151.12%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $912 | $2,236-59.2% | $5,011-81.8% | $2,270-59.8% |
| Participant deferral / active EE | $502 | $2,567-80.4% | $5,202-90.3% | $3,740-86.6% |
| Admin fee / account holder | $7 | $400-98.2% | $13,987-99.9% | $513-98.6% |