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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $0 |
Employer 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 | $52,512 | $99,201-47.1% | $96,544-45.6% | $74,473-29.5% |
| Participation rate | 71.7% | 80.7%-8.9pp | 76.0%-4.2pp | 70.7%+1.0pp |
| Annual return | 10.67% | 22.40%-11.7pp | 25.88%-15.2pp | 34.36%-23.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,966-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,273 | $4,938-33.7% | $4,851-32.5% | $4,530-27.7% |
| Admin fee / account holder | $1 | $225-99.7% | $8,254-100.0% | $347-99.8% |