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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,106 |
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 | $10,335 | $51,620-80.0% | $90,300-88.6% | $65,185-84.1% |
| Participation rate | 99.4% | 68.6%+30.7pp | 73.3%+26.1pp | 70.2%+29.2pp |
| Annual return | 25.24% | 24.94%+0.3pp | 78.11%-52.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,198 | $2,235-1.7% | $2,854-23.0% | $2,177+1.0% |
| Participant deferral / active EE | $385 | $2,871-86.6% | $3,884-90.1% | $3,514-89.1% |
| Admin fee / account holder | $78 | $384-79.8% | $5,353-98.5% | $847-90.8% |