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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 | $36,904-62.8% | $158,223-91.3% | $65,191-79.0% |
| Participation rate | 57.7% | 62.1%-4.4pp | 79.2%-21.5pp | 63.0%-5.3pp |
| Annual return | 10.89% | 24.43%-13.5pp | 52.09%-41.2pp | 51.24%-40.3pp |
| Employer contribution / active EE | $1,743 | $1,489+17.0% | $4,109-57.6% | $2,400-27.4% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $9 | $793-98.8% | $16,047-99.9% | $907-99.0% |