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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,688 |
Annual investment return 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 | $15,672 | $58,895-73.4% | $178,503-91.2% | $73,497-78.7% |
| Participation rate | 90.4% | 66.2%+24.2pp | 81.9%+8.5pp | 70.7%+19.7pp |
| Annual return | 7.86% | 24.86%-17.0pp | 151.12%-143.3pp | 28.51%-20.7pp |
| Employer contribution / active EE | $845 | $2,236-62.2% | $5,011-83.1% | $2,270-62.8% |
| Participant deferral / active EE | $1,160 | $2,567-54.8% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $12 | $400-97.0% | $13,987-99.9% | $513-97.6% |