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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $482 |
Participant 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 | $5,625 | $73,848-92.4% | $143,799-96.1% | $68,486-91.8% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -11.99% | 0.91%-12.9pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,031 | $3,184-67.6% | $4,952-79.2% | $2,597-60.3% |
| Participant deferral / active EE | $3 | $3,385-99.9% | $5,638-100.0% | $4,028-99.9% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |