Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,695 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,485 | $47,180-60.8% | $149,723-87.7% | $74,473-75.2% |
| Participation rate | 82.7% | 63.4%+19.3pp | 78.8%+3.9pp | 70.7%+11.9pp |
| Annual return | 15.91% | 22.75%-6.8pp | 134.50%-118.6pp | 34.36%-18.5pp |
| Employer contribution / active EE | $1,270 | $1,907-33.4% | $4,821-73.7% | $2,638-51.9% |
| Participant deferral / active EE | $2,830 | $2,730+3.6% | $5,682-50.2% | $4,530-37.5% |
| Admin fee / account holder | $16 | $343-95.5% | $13,215-99.9% | $347-95.5% |