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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,144 | $58,895-69.2% | $178,503-89.8% | $73,497-75.3% |
| Participation rate | 44.3% | 66.2%-22.0pp | 81.9%-37.7pp | 70.7%-26.4pp |
| Annual return | 8.20% | 24.86%-16.7pp | 151.12%-142.9pp | 28.51%-20.3pp |
| Employer contribution / active EE | $676 | $2,236-69.7% | $5,011-86.5% | $2,270-70.2% |
| Participant deferral / active EE | $860 | $2,567-66.5% | $5,202-83.5% | $3,740-77.0% |
| Admin fee / account holder | $8 | $400-98.0% | $13,987-99.9% | $513-98.4% |