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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,442 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,736 | $52,722-72.0% | $90,461-83.7% | $73,412-79.9% |
| Participation rate | 87.7% | 67.7%+20.0pp | 72.7%+15.0pp | 72.2%+15.6pp |
| Annual return | 19.74% | 20.70%-1.0pp | 1294.76%-1275.0pp | 59.30%-39.6pp |
| Employer contribution / active EE | $540 | $1,872-71.2% | $3,264-83.5% | $2,234-75.8% |
| Participant deferral / active EE | $1,494 | $2,810-46.8% | $3,964-62.3% | $3,806-60.7% |
| Admin fee / account holder | $4 | $117-96.2% | $5,617-99.9% | $158-97.2% |