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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $6,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,830 | $50,860-55.1% | $155,574-85.3% | $77,714-70.6% |
| Participation rate | 92.1% | 63.1%+29.0pp | 78.2%+13.9pp | 70.6%+21.6pp |
| Annual return | 11.12% | 34.86%-23.7pp | 64.87%-53.7pp | 31.26%-20.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,314 | $2,825-18.1% | $5,629-58.9% | $4,649-50.2% |
| Admin fee / account holder | $6 | $436-98.6% | $15,914-100.0% | $433-98.6% |