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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,348 |
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 | $12,313 | $66,124-81.4% | $90,440-86.4% | $73,493-83.2% |
| Participation rate | 99.4% | 69.7%+29.7pp | 72.7%+26.7pp | 70.7%+28.7pp |
| Annual return | 14.05% | 17.65%-3.6pp | 1294.38%-1280.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,634 | $2,346-30.4% | $3,263-49.9% | $2,270-28.0% |
| Participant deferral / active EE | $595 | $3,039-80.4% | $3,964-85.0% | $3,740-84.1% |
| Admin fee / account holder | $36 | $396-90.9% | $5,615-99.4% | $513-93.0% |