Filed April 13, 2023 (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; Recordkeeping and ... | $4,406 |
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 | $14,679 | $52,293-71.9% | $178,499-91.8% | $73,412-80.0% |
| Participation rate | 80.8% | 65.3%+15.5pp | 81.9%-1.1pp | 72.2%+8.7pp |
| Annual return | 12.33% | 34.75%-22.4pp | 151.10%-138.8pp | 59.30%-47.0pp |
| Employer contribution / active EE | $999 | $1,735-42.4% | $5,011-80.1% | $2,234-55.3% |
| Participant deferral / active EE | $525 | $2,332-77.5% | $5,202-89.9% | $3,806-86.2% |
| Admin fee / account holder | $10 | $127-91.9% | $13,986-99.9% | $158-93.5% |