Filed August 11, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,192 | $60,124+156.5% | $90,404+70.6% | $79,858+93.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 15.43% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,506 | $2,068+166.3% | $3,262+68.8% | $2,471+122.8% |
| Participant deferral / active EE | $6,008 | $2,938+104.5% | $3,963+51.6% | $3,740+60.6% |
| Admin fee / account holder | $50,672 | $3,976+1174.3% | $5,611+803.1% | $5,306+854.9% |