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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $59,950 | $61,172-2.0% | $185,851-67.7% | $79,389-24.5% |
| Participation rate | 29.7% | 66.6%-36.9pp | 81.7%-52.0pp | 70.7%-41.0pp |
| Annual return | 28.22% | 19.45%+8.8pp | 122.11%-93.9pp | 116.89%-88.7pp |
| Employer contribution / active EE | $468 | $2,321-79.8% | $5,168-90.9% | $2,428-80.7% |
| Participant deferral / active EE | $733 | $2,788-73.7% | $5,569-86.8% | $4,046-81.9% |
| Admin fee / account holder | $9 | $710-98.7% | $16,245-99.9% | $626-98.6% |