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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $893 |
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 | $4,061 | $79,694-94.9% | $96,192-95.8% | $79,389-94.9% |
| Participation rate | 75.0% | 54.0%+21.0pp | 68.4%+6.6pp | 70.7%+4.3pp |
| Annual return | 0.00% | 40.84%-40.8pp | 192.09%-192.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $1,095 | $1,443-24.2% | $2,799-60.9% | $2,428-54.9% |
| Participant deferral / active EE | $1,534 | $2,539-39.6% | $4,351-64.7% | $4,046-62.1% |
| Admin fee / account holder | $7 | $630-98.9% | $5,539-99.9% | $626-98.9% |