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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $41,803 | $58,895-29.0% | $178,503-76.6% | $73,497-43.1% |
| Participation rate | 51.0% | 66.2%-15.3pp | 81.9%-31.0pp | 70.7%-19.7pp |
| Annual return | 11.35% | 24.86%-13.5pp | 151.12%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,602 | $2,567-37.6% | $5,202-69.2% | $3,740-57.2% |
| Admin fee / account holder | $5 | $400-98.9% | $13,987-100.0% | $513-99.1% |