Filed July 26, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $18,024 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,230 | $55,694-85.2% | $81,882-89.9% | $200,096-95.9% |
| Participation rate | 81.4% | 62.7%+18.7pp | 72.4%+9.0pp | 72.0%+9.3pp |
| Annual return | 13.23% | 19.59%-6.4pp | 779.47%-766.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $395 | $2,114-81.3% | $2,916-86.5% | $3,038-87.0% |
| Participant deferral / active EE | $633 | $3,299-80.8% | $4,323-85.4% | $5,090-87.6% |
| Admin fee / account holder | $10 | $348-97.1% | $7,360-99.9% | $269-96.2% |