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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 | $38,165+41.1% | $189,758-71.6% | $69,255-22.2% |
| Participation rate | 65.5% | 66.7%-1.2pp | 79.8%-14.3pp | 69.0%-3.5pp |
| Annual return | 10.70% | 14.65%-3.9pp | 52.62%-41.9pp | 26.73%-16.0pp |
| Employer contribution / active EE | $1,077 | $1,589-32.2% | $4,767-77.4% | $2,645-59.3% |
| Participant deferral / active EE | $2,075 | $2,073+0.1% | $5,856-64.6% | $2,890-28.2% |
| Admin fee / account holder | $13 | $714-98.2% | $20,388-99.9% | $733-98.3% |