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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $3,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,865 | $85,171-86.1% | $172,752-93.1% | $72,975-83.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.87% | 27.32%-11.5pp | 802.97%-787.1pp | 81.01%-65.1pp |
| Employer contribution / active EE | $2,557 | $3,324-23.1% | $5,144-50.3% | $2,440+4.8% |
| Participant deferral / active EE | $1,253 | $3,260-61.6% | $5,198-75.9% | $3,608-65.3% |
| Admin fee / account holder | $1,464 | $5,880-75.1% | $13,955-89.5% | $5,124-71.4% |