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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,049 | $38,006-73.6% | $161,489-93.8% | $89,670-88.8% |
| Participation rate | 66.0% | 55.7%+10.3pp | 78.7%-12.7pp | 71.2%-5.1pp |
| Annual return | 20.64% | 51.85%-31.2pp | 89.72%-69.1pp | 19.66%+1.0pp |
| Employer contribution / active EE | $354 | $1,536-77.0% | $4,268-91.7% | $4,041-91.2% |
| Participant deferral / active EE | $1,069 | $1,865-42.7% | $5,630-81.0% | $3,962-73.0% |
| Admin fee / account holder | $9 | $249-96.3% | $16,006-99.9% | $352-97.4% |