Filed May 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $11,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,069 | $56,734-66.4% | $68,368-72.1% | $103,975-81.7% |
| Participation rate | 54.1% | 61.6%-7.5pp | 73.8%-19.7pp | 72.5%-18.5pp |
| Annual return | 6.70% | 13.73%-7.0pp | 292.57%-285.9pp | 19.41%-12.7pp |
| Employer contribution / active EE | $1,195 | $1,867-36.0% | $2,649-54.9% | $3,722-67.9% |
| Participant deferral / active EE | $374 | $2,940-87.3% | $4,123-90.9% | $5,343-93.0% |
| Admin fee / account holder | $22 | $263-91.6% | $5,150-99.6% | $332-93.4% |