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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,849 |
Annual investment return 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 | $13,052 | $52,722-75.2% | $90,461-85.6% | $73,412-82.2% |
| Participation rate | 88.6% | 67.7%+20.9pp | 72.7%+15.9pp | 72.2%+16.4pp |
| Annual return | 9.60% | 20.70%-11.1pp | 1294.76%-1285.2pp | 59.30%-49.7pp |
| Employer contribution / active EE | $508 | $1,872-72.8% | $3,264-84.4% | $2,234-77.2% |
| Participant deferral / active EE | $751 | $2,810-73.3% | $3,964-81.1% | $3,806-80.3% |
| Admin fee / account holder | $6 | $117-94.6% | $5,617-99.9% | $158-96.0% |