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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $963 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,093 | $52,961-67.7% | $172,752-90.1% | $65,185-73.8% |
| Participation rate | 84.5% | 66.2%+18.3pp | 82.6%+1.9pp | 70.2%+14.3pp |
| Annual return | 18.23% | 30.12%-11.9pp | 802.97%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $310 | $2,190-85.8% | $5,144-94.0% | $2,177-85.7% |
| Participant deferral / active EE | $842 | $2,471-65.9% | $5,198-83.8% | $3,514-76.0% |
| Admin fee / account holder | $13 | $472-97.3% | $13,955-99.9% | $847-98.5% |