Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $7,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,334 | $55,446-41.7% | $155,574-79.2% | $74,429-56.6% |
| Participation rate | 23.3% | 61.9%-38.6pp | 78.2%-54.9pp | 67.2%-43.9pp |
| Annual return | 16.70% | 269.20%-252.5pp | 64.87%-48.2pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,327 | $2,836-53.2% | $5,629-76.4% | $4,348-69.5% |
| Admin fee / account holder | $43 | $1,743-97.5% | $15,914-99.7% | $1,944-97.8% |