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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,041 | $55,446-53.0% | $155,574-83.3% | $74,429-65.0% |
| Participation rate | 55.4% | 61.9%-6.5pp | 78.2%-22.8pp | 67.2%-11.8pp |
| Annual return | 10.47% | 269.20%-258.7pp | 64.87%-54.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $758 | $2,266-66.5% | $4,676-83.8% | $2,625-71.1% |
| Participant deferral / active EE | $1,066 | $2,836-62.4% | $5,629-81.1% | $4,348-75.5% |
| Admin fee / account holder | $14 | $1,743-99.2% | $15,914-99.9% | $1,944-99.3% |