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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,238 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,615 | $73,863-62.6% | $143,797-80.8% | $68,490-59.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.36% | 0.91%-12.3pp | -0.04%-11.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,083 | $3,185-66.0% | $4,952-78.1% | $2,597-58.3% |
| Participant deferral / active EE | $3,197 | $3,385-5.5% | $5,638-43.3% | $4,028-20.6% |
| Admin fee / account holder | $12 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |