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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $4,109 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,526 | $62,928-88.0% | $172,753-95.6% | $67,582-88.9% |
| Participation rate | 81.2% | 64.5%+16.7pp | 82.6%-1.5pp | 71.3%+9.9pp |
| Annual return | 18.39% | 30.36%-12.0pp | 803.00%-784.6pp | 378.57%-360.2pp |
| Employer contribution / active EE | $357 | $1,636-78.2% | $5,144-93.1% | $2,148-83.4% |
| Participant deferral / active EE | $638 | $2,145-70.2% | $5,198-87.7% | $3,539-82.0% |
| Admin fee / account holder | $7 | $167-95.7% | $13,956-99.9% | $142-95.0% |