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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,840 |
Annual investment return 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 | $9,486 | $52,293-81.9% | $178,503-94.7% | $73,412-87.1% |
| Participation rate | 82.7% | 65.3%+17.4pp | 81.9%+0.8pp | 72.2%+10.5pp |
| Annual return | 3.73% | 34.75%-31.0pp | 151.12%-147.4pp | 59.30%-55.6pp |
| Employer contribution / active EE | $632 | $1,736-63.6% | $5,011-87.4% | $2,234-71.7% |
| Participant deferral / active EE | $917 | $2,333-60.7% | $5,202-82.4% | $3,806-75.9% |
| Admin fee / account holder | $4 | $127-96.7% | $13,987-100.0% | $158-97.4% |