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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $834 |
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 | $21,926 | $65,125-66.3% | $143,797-84.8% | $66,949-67.3% |
| Participation rate | 53.9% | 65.2%-11.3pp | 80.3%-26.4pp | 69.8%-15.9pp |
| Annual return | -11.09% | -11.13%0pp | -0.04%-11.1pp | 1.57%-12.7pp |
| Employer contribution / active EE | $657 | $2,362-72.2% | $4,952-86.7% | $2,545-74.2% |
| Participant deferral / active EE | $1,058 | $2,920-63.8% | $5,638-81.2% | $4,239-75.0% |
| Admin fee / account holder | $6 | $503-98.9% | $14,679-100.0% | $594-99.0% |