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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $4,626 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,222 | $51,620-74.4% | $90,304-85.4% | $65,185-79.7% |
| Participation rate | 92.3% | 68.6%+23.6pp | 73.3%+19.0pp | 70.2%+22.1pp |
| Annual return | 22.87% | 24.94%-2.1pp | 78.13%-55.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,071 | $2,235-52.1% | $2,855-62.5% | $2,177-50.8% |
| Participant deferral / active EE | $780 | $2,871-72.8% | $3,885-79.9% | $3,514-77.8% |
| Admin fee / account holder | $0 | $384-100.0% | $5,354-100.0% | $847-100.0% |