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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $997 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,904 | $58,888-69.6% | $178,499-90.0% | $73,493-75.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 81.9%+6.3pp | 70.7%+17.6pp |
| Annual return | 7.81% | 24.86%-17.1pp | 151.10%-143.3pp | 28.51%-20.7pp |
| Employer contribution / active EE | $506 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,212 | $2,568-52.8% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $6 | $400-98.6% | $13,986-100.0% | $513-98.9% |