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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $6,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,220 | $50,820-44.5% | $155,567-81.9% | $77,671-63.7% |
| Participation rate | 37.1% | 63.1%-26.1pp | 78.2%-41.1pp | 70.6%-33.5pp |
| Annual return | 13.89% | 34.85%-21.0pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $372 | $1,993-81.3% | $4,674-92.0% | $2,726-86.4% |
| Participant deferral / active EE | $597 | $2,823-78.8% | $5,628-89.4% | $4,648-87.1% |
| Admin fee / account holder | $15 | $436-96.6% | $15,916-99.9% | $430-96.6% |