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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,306 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,775 | $45,343-29.9% | $150,298-78.9% | $67,986-53.3% |
| Participation rate | 92.3% | 51.9%+40.5pp | 77.8%+14.5pp | 57.2%+35.1pp |
| Annual return | 8.06% | 33.28%-25.2pp | 62.79%-54.7pp | 31.67%-23.6pp |
| Employer contribution / active EE | $6,180 | $1,462+322.7% | $4,154+48.8% | $2,019+206.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3 | $2,250-99.9% | $14,116-100.0% | $3,203-99.9% |