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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $10,331 |
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 | $14,174 | $50,919-72.2% | $155,556-90.9% | $77,762-81.8% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 12.90% | 34.84%-21.9pp | 64.84%-51.9pp | 31.27%-18.4pp |
| Employer contribution / active EE | $1,561 | $1,991-21.6% | $4,675-66.6% | $2,728-42.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $15 | $437-96.6% | $15,885-99.9% | $433-96.5% |