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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,128 |
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 | $10,223 | $56,540-81.9% | $185,849-94.5% | $86,821-88.2% |
| Participation rate | 81.3% | 65.5%+15.8pp | 81.7%-0.4pp | 72.3%+9.0pp |
| Annual return | 12.51% | 118.20%-105.7pp | 122.10%-109.6pp | 97.94%-85.4pp |
| Employer contribution / active EE | $396 | $1,844-78.5% | $5,169-92.3% | $2,406-83.5% |
| Participant deferral / active EE | $736 | $2,555-71.2% | $5,569-86.8% | $4,132-82.2% |
| Admin fee / account holder | $9 | $150-94.3% | $16,244-99.9% | $170-94.9% |