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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,383 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,540 | $106,236-65.6% | $112,258-67.5% | $64,814-43.6% |
| Participation rate | 32.4% | 71.7%-39.3pp | 75.1%-42.7pp | 71.5%-39.1pp |
| Annual return | -11.77% | -6.02%-5.7pp | 27.47%-39.2pp | 32.84%-44.6pp |
| Employer contribution / active EE | $191 | $3,166-94.0% | $3,636-94.8% | $2,507-92.4% |
| Participant deferral / active EE | $2,518 | $3,785-33.5% | $4,728-46.7% | $4,310-41.6% |
| Admin fee / account holder | $6 | $452-98.7% | $6,411-99.9% | $188-96.8% |