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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,974 | $52,961-60.4% | $172,752-87.9% | $65,185-67.8% |
| Participation rate | 48.7% | 66.2%-17.5pp | 82.6%-34.0pp | 70.2%-21.5pp |
| Annual return | 19.46% | 30.12%-10.7pp | 802.97%-783.5pp | 29.38%-9.9pp |
| Employer contribution / active EE | $497 | $2,190-77.3% | $5,144-90.3% | $2,177-77.2% |
| Participant deferral / active EE | $1,323 | $2,471-46.5% | $5,198-74.6% | $3,514-62.4% |
| Admin fee / account holder | $9 | $472-98.1% | $13,955-99.9% | $847-99.0% |