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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,053 |
Employer 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 | $10,274 | $61,338-83.3% | $149,717-93.1% | $71,495-85.6% |
| Participation rate | 95.0% | 62.5%+32.4pp | 78.8%+16.2pp | 67.9%+27.0pp |
| Annual return | 23.69% | 35.86%-12.2pp | 134.41%-110.7pp | 28.85%-5.2pp |
| Employer contribution / active EE | $355 | $2,381-85.1% | $4,820-92.6% | $2,589-86.3% |
| Participant deferral / active EE | $1,352 | $2,919-53.7% | $5,682-76.2% | $4,291-68.5% |
| Admin fee / account holder | $6 | $1,263-99.6% | $13,213-100.0% | $1,588-99.6% |