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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,699 | $65,125-92.8% | $143,797-96.7% | $66,949-93.0% |
| Participation rate | 81.7% | 65.2%+16.5pp | 80.3%+1.4pp | 69.8%+11.9pp |
| Annual return | -14.72% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,028 | $2,362-56.5% | $4,952-79.2% | $2,545-59.6% |
| Participant deferral / active EE | $840 | $2,920-71.2% | $5,638-85.1% | $4,239-80.2% |
| Admin fee / account holder | $6 | $503-98.9% | $14,679-100.0% | $594-99.0% |