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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,528 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,171 | $46,332-73.7% | $143,799-91.5% | $64,819-81.2% |
| Participation rate | 86.2% | 64.2%+22.0pp | 80.3%+5.9pp | 71.5%+14.7pp |
| Annual return | -10.99% | -10.05%-0.9pp | -0.04%-10.9pp | 32.84%-43.8pp |
| Employer contribution / active EE | $397 | $1,911-79.2% | $4,952-92.0% | $2,507-84.2% |
| Participant deferral / active EE | $663 | $2,647-75.0% | $5,638-88.2% | $4,311-84.6% |
| Admin fee / account holder | $6 | $154-95.8% | $14,677-100.0% | $188-96.6% |