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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $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 | $36,002+53.8% | $161,489-65.7% | $64,728-14.5% |
| Participation rate | 65.1% | 57.4%+7.7pp | 78.7%-13.6pp | 57.9%+7.2pp |
| Annual return | 14.09% | 33.93%-19.8pp | 89.72%-75.6pp | 49.38%-35.3pp |
| Employer contribution / active EE | $1,679 | $1,380+21.7% | $4,268-60.7% | $2,243-25.1% |
| Participant deferral / active EE | $2,108 | $1,815+16.2% | $5,630-62.6% | $2,729-22.8% |
| Admin fee / account holder | $8 | $931-99.1% | $16,006-99.9% | $1,145-99.3% |