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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $338 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,560 | $91,198-76.4% | $178,503-87.9% | $79,856-73.0% |
| Participation rate | 83.1% | 69.2%+13.8pp | 81.9%+1.1pp | 69.6%+13.4pp |
| Annual return | 0.78% | 24.20%-23.4pp | 151.12%-150.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | $1,313 | $3,257-59.7% | $5,011-73.8% | $2,471-46.9% |
| Participant deferral / active EE | $1,561 | $3,237-51.8% | $5,202-70.0% | $3,741-58.3% |
| Admin fee / account holder | $6,548 | $6,748-3.0% | $13,987-53.2% | $5,306+23.4% |