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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 | $49,468-79.7% | $150,298-93.3% | $103,975-90.3% |
| Participation rate | 66.0% | 58.1%+7.9pp | 77.8%-11.7pp | 72.5%-6.5pp |
| Annual return | 20.64% | 38.98%-18.3pp | 62.79%-42.1pp | 19.41%+1.2pp |
| Employer contribution / active EE | $354 | $1,670-78.8% | $4,154-91.5% | $3,722-90.5% |
| Participant deferral / active EE | $1,069 | $2,650-59.7% | $5,453-80.4% | $5,343-80.0% |
| Admin fee / account holder | $9 | $385-97.6% | $14,116-99.9% | $332-97.2% |