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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $60,042 |
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 | $56,681 | $50,902+11.4% | $155,534-63.6% | $77,736-27.1% |
| Participation rate | 25.0% | 63.1%-38.1pp | 78.2%-53.2pp | 70.6%-45.5pp |
| Annual return | 18.10% | 34.85%-16.8pp | 64.92%-46.8pp | 31.26%-13.2pp |
| Employer contribution / active EE | $782 | $1,991-60.7% | $4,675-83.3% | $2,728-71.3% |
| Participant deferral / active EE | $1,528 | $2,824-45.9% | $5,630-72.9% | $4,651-67.1% |
| Admin fee / account holder | $274 | $437-37.2% | $15,900-98.3% | $433-36.7% |