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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,163 |
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 | $14,088 | $50,902-72.3% | $155,534-90.9% | $77,736-81.9% |
| Participation rate | 63.8% | 63.1%+0.7pp | 78.2%-14.4pp | 70.6%-6.8pp |
| Annual return | 12.76% | 34.85%-22.1pp | 64.92%-52.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $935 | $1,991-53.0% | $4,675-80.0% | $2,728-65.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $437-98.3% | $15,900-100.0% | $433-98.3% |