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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,237 | $46,332-8.8% | $143,797-70.6% | $64,824-34.8% |
| Participation rate | 67.0% | 64.2%+2.8pp | 80.3%-13.3pp | 71.5%-4.4pp |
| Annual return | -11.49% | -10.05%-1.4pp | -0.04%-11.5pp | 32.84%-44.3pp |
| Employer contribution / active EE | $796 | $1,911-58.3% | $4,952-83.9% | $2,507-68.2% |
| Participant deferral / active EE | $1,864 | $2,647-29.6% | $5,638-66.9% | $4,311-56.8% |
| Admin fee / account holder | $11 | $154-92.8% | $14,679-99.9% | $188-94.1% |