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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,993 |
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 | $183,476 | $82,133+123.4% | $147,318+24.5% | $64,097+186.2% |
| Participation rate | 91.9% | 62.3%+29.6pp | 82.1%+9.8pp | 55.2%+36.7pp |
| Annual return | 13.13% | 78.78%-65.7pp | 70.43%-57.3pp | 34.64%-21.5pp |
| Employer contribution / active EE | $3,402 | $2,872+18.5% | $4,593-25.9% | $1,891+79.9% |
| Participant deferral / active EE | $6,694 | $5,407+23.8% | $7,906-15.3% | $3,080+117.3% |
| Admin fee / account holder | $10 | $3,730-99.7% | $13,708-99.9% | $3,454-99.7% |