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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $10,479 |
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 | $53,856 | $36,002+49.6% | $161,489-66.7% | $64,728-16.8% |
| Participation rate | 65.5% | 57.4%+8.1pp | 78.7%-13.2pp | 57.9%+7.6pp |
| Annual return | 10.70% | 33.93%-23.2pp | 89.72%-79.0pp | 49.38%-38.7pp |
| Employer contribution / active EE | $1,077 | $1,380-21.9% | $4,268-74.8% | $2,243-52.0% |
| Participant deferral / active EE | $2,075 | $1,815+14.4% | $5,630-63.1% | $2,729-24.0% |
| Admin fee / account holder | $13 | $931-98.6% | $16,006-99.9% | $1,145-98.9% |