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 | Participant loan processing; Claims p... | $7,466 |
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 | $6,960 | $47,634-85.4% | $90,461-92.3% | $90,274-92.3% |
| Participation rate | 79.1% | 67.5%+11.7pp | 72.7%+6.4pp | 73.4%+5.8pp |
| Annual return | 15.34% | 19.61%-4.3pp | 1294.76%-1279.4pp | 53.97%-38.6pp |
| Employer contribution / active EE | $248 | $1,749-85.8% | $3,264-92.4% | $2,523-90.2% |
| Participant deferral / active EE | $421 | $2,824-85.1% | $3,964-89.4% | $4,231-90.0% |
| Admin fee / account holder | $4 | $106-96.1% | $5,617-99.9% | $114-96.3% |