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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $324 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,007 | $52,967-75.4% | $172,753-92.5% | $65,186-80.0% |
| Participation rate | 72.4% | 66.2%+6.2pp | 82.6%-10.3pp | 70.2%+2.2pp |
| Annual return | 16.58% | 30.12%-13.5pp | 803.00%-786.4pp | 29.39%-12.8pp |
| Employer contribution / active EE | $1,056 | $2,190-51.8% | $5,144-79.5% | $2,177-51.5% |
| Participant deferral / active EE | $1,809 | $2,471-26.8% | $5,198-65.2% | $3,514-48.5% |
| Admin fee / account holder | $2 | $472-99.5% | $13,956-100.0% | $847-99.7% |