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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $656 |
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 | $17,560 | $60,795-71.1% | $69,464-74.7% | $65,185-73.1% |
| Participation rate | 95.0% | 74.9%+20.1pp | 74.6%+20.4pp | 70.2%+24.8pp |
| Annual return | 18.75% | 17.46%+1.3pp | 28.98%-10.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,011 | $2,452-58.7% | $2,779-63.6% | $2,177-53.5% |
| Participant deferral / active EE | $1,324 | $3,162-58.1% | $3,536-62.6% | $3,514-62.3% |
| Admin fee / account holder | $2 | $314-99.4% | $3,840-100.0% | $847-99.8% |