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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $5,363 |
Annual investment return 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 | $14,095 | $47,163-70.1% | $149,696-90.6% | $74,460-81.1% |
| Participation rate | 91.6% | 63.4%+28.2pp | 78.8%+12.8pp | 70.7%+20.8pp |
| Annual return | 13.00% | 22.75%-9.8pp | 134.46%-121.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $1,528 | $1,907-19.8% | $4,821-68.3% | $2,638-42.1% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $12 | $343-96.6% | $13,212-99.9% | $348-96.6% |