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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,283 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,041 | $55,415-53.0% | $155,509-83.3% | $74,495-65.0% |
| Participation rate | 55.4% | 61.9%-6.5pp | 78.2%-22.8pp | 67.2%-11.8pp |
| Annual return | 10.47% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $758 | $2,267-66.6% | $4,672-83.8% | $2,623-71.1% |
| Participant deferral / active EE | $1,066 | $2,836-62.4% | $5,626-81.1% | $4,346-75.5% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |