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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $671 |
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 | $12,232 | $61,166-80.0% | $185,849-93.4% | $79,391-84.6% |
| Participation rate | 98.7% | 66.6%+32.1pp | 81.7%+17.0pp | 70.7%+28.0pp |
| Annual return | 17.25% | 19.45%-2.2pp | 122.10%-104.8pp | 116.88%-99.6pp |
| Employer contribution / active EE | $864 | $2,321-62.8% | $5,169-83.3% | $2,428-64.4% |
| Participant deferral / active EE | $1,495 | $2,789-46.4% | $5,569-73.2% | $4,046-63.1% |
| Admin fee / account holder | $2 | $710-99.7% | $16,244-100.0% | $627-99.6% |