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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $270 |
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.
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 | $10,089 | $61,391-83.6% | $149,723-93.3% | $71,529-85.9% |
| Participation rate | 68.9% | 62.5%+6.4pp | 78.8%-9.9pp | 67.9%+1.0pp |
| Annual return | 17.01% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $322 | $2,384-86.5% | $4,821-93.3% | $2,590-87.6% |
| Participant deferral / active EE | $855 | $2,921-70.7% | $5,682-85.0% | $4,291-80.1% |
| Admin fee / account holder | $1 | $1,264-99.9% | $13,215-100.0% | $1,588-99.9% |