Filed November 27, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,476 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,561 | $52,293-72.2% | $178,490-91.8% | $73,409-80.2% |
| Participation rate | 98.5% | 65.3%+33.2pp | 81.9%+16.6pp | 72.2%+26.3pp |
| Annual return | 4.67% | 34.75%-30.1pp | 151.07%-146.4pp | 59.29%-54.6pp |
| Employer contribution / active EE | $1,260 | $1,735-27.4% | $5,011-74.9% | $2,234-43.6% |
| Participant deferral / active EE | $923 | $2,332-60.4% | $5,202-82.3% | $3,805-75.7% |
| Admin fee / account holder | $8 | $127-94.0% | $13,984-99.9% | $158-95.1% |