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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,081 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,666 | $51,166-42.0% | $70,544-57.9% | $71,511-58.5% |
| Participation rate | 93.7% | 59.4%+34.3pp | 68.4%+25.3pp | 67.9%+25.7pp |
| Annual return | 7.89% | 42.71%-34.8pp | 32.79%-24.9pp | 28.86%-21.0pp |
| Employer contribution / active EE | $1,466 | $1,793-18.2% | $2,976-50.7% | $2,589-43.4% |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $8 | $2,000-99.6% | $6,427-99.9% | $1,588-99.5% |