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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,852 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $85,171-85.0% | $172,753-92.6% | $72,976-82.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.22% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,364 | $3,324-59.0% | $5,144-73.5% | $2,440-44.1% |
| Participant deferral / active EE | $855 | $3,260-73.8% | $5,198-83.6% | $3,608-76.3% |
| Admin fee / account holder | $577 | $5,880-90.2% | $13,956-95.9% | $5,124-88.7% |