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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $634 |
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 | $55,337 | $65,125-15.0% | $143,797-61.5% | $66,949-17.3% |
| Participation rate | 29.8% | 65.2%-35.4pp | 80.3%-50.6pp | 69.8%-40.1pp |
| Annual return | -13.33% | -11.13%-2.2pp | -0.04%-13.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $447 | $2,362-81.1% | $4,952-91.0% | $2,545-82.4% |
| Participant deferral / active EE | $748 | $2,920-74.4% | $5,638-86.7% | $4,239-82.4% |
| Admin fee / account holder | $9 | $503-98.2% | $14,679-99.9% | $594-98.5% |