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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $633 |
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 | $55,371 | $46,464+19.2% | $150,298-63.2% | $79,634-30.5% |
| Participation rate | 65.1% | 57.0%+8.2pp | 77.8%-12.6pp | 62.5%+2.7pp |
| Annual return | 14.09% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.4pp |
| Employer contribution / active EE | $1,679 | $1,512+11.1% | $4,154-59.6% | $2,529-33.6% |
| Participant deferral / active EE | $2,108 | $2,157-2.3% | $5,453-61.3% | $3,835-45.0% |
| Admin fee / account holder | $8 | $891-99.1% | $14,116-99.9% | $1,002-99.2% |