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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $479 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,870 | $85,171-75.5% | $172,753-87.9% | $72,976-71.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.75% | 27.32%-18.6pp | 803.00%-794.2pp | 81.02%-72.3pp |
| Employer contribution / active EE | $1,944 | $3,324-41.5% | $5,144-62.2% | $2,440-20.3% |
| Participant deferral / active EE | $1,167 | $3,260-64.2% | $5,198-77.6% | $3,608-67.7% |
| Admin fee / account holder | $5 | $5,880-99.9% | $13,956-100.0% | $5,124-99.9% |