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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,733 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,721 | $38,165-64.0% | $189,758-92.8% | $69,255-80.2% |
| Participation rate | 57.7% | 66.7%-9.0pp | 79.8%-22.1pp | 69.0%-11.3pp |
| Annual return | 10.89% | 14.65%-3.8pp | 52.62%-41.7pp | 26.73%-15.8pp |
| Employer contribution / active EE | $1,743 | $1,589+9.7% | $4,767-63.4% | $2,645-34.1% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $9 | $714-98.7% | $20,388-100.0% | $733-98.7% |