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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,607 |
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 | $51,862 | $47,180+9.9% | $149,723-65.4% | $74,473-30.4% |
| Participation rate | 95.6% | 63.4%+32.2pp | 78.8%+16.8pp | 70.7%+24.9pp |
| Annual return | 11.35% | 22.75%-11.4pp | 134.50%-123.2pp | 34.36%-23.0pp |
| Employer contribution / active EE | $3,487 | $1,907+82.9% | $4,821-27.7% | $2,638+32.2% |
| Participant deferral / active EE | $4,221 | $2,730+54.6% | $5,682-25.7% | $4,530-6.8% |
| Admin fee / account holder | $4 | $343-99.0% | $13,215-100.0% | $347-99.0% |