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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $7,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,163 | $51,878-78.5% | $68,368-83.7% | $79,634-86.0% |
| Participation rate | 66.0% | 53.7%+12.3pp | 73.8%-7.8pp | 62.5%+3.5pp |
| Annual return | 11.03% | 137.43%-126.4pp | 292.57%-281.5pp | 36.46%-25.4pp |
| Employer contribution / active EE | $507 | $1,931-73.7% | $2,649-80.8% | $2,529-79.9% |
| Participant deferral / active EE | $896 | $2,577-65.3% | $4,123-78.3% | $3,835-76.6% |
| Admin fee / account holder | $15 | $942-98.4% | $5,150-99.7% | $1,002-98.5% |