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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $3,360 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,503 | $47,180-1.4% | $149,723-68.9% | $74,473-37.6% |
| Participation rate | 65.0% | 63.4%+1.6pp | 78.8%-13.7pp | 70.7%-5.7pp |
| Annual return | 9.53% | 22.75%-13.2pp | 134.50%-125.0pp | 34.36%-24.8pp |
| Employer contribution / active EE | $956 | $1,907-49.9% | $4,821-80.2% | $2,638-63.8% |
| Participant deferral / active EE | $1,868 | $2,730-31.6% | $5,682-67.1% | $4,530-58.8% |
| Admin fee / account holder | $6 | $343-98.1% | $13,215-100.0% | $347-98.2% |