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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $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 | $36,904+45.9% | $158,223-66.0% | $65,191-17.4% |
| Participation rate | 65.5% | 62.1%+3.4pp | 79.2%-13.7pp | 63.0%+2.5pp |
| Annual return | 10.70% | 24.43%-13.7pp | 52.09%-41.4pp | 51.24%-40.5pp |
| Employer contribution / active EE | $1,077 | $1,489-27.7% | $4,109-73.8% | $2,400-55.1% |
| Participant deferral / active EE | $2,075 | $1,936+7.2% | $5,467-62.0% | $2,671-22.3% |
| Admin fee / account holder | $13 | $793-98.4% | $16,047-99.9% | $907-98.6% |