Filed October 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,799 |
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 | $67,542 | $58,778+14.9% | $129,295-47.8% | $77,671-13.0% |
| Participation rate | 27.8% | 59.2%-31.4pp | 69.6%-41.8pp | 70.6%-42.8pp |
| Annual return | 16.20% | 24.73%-8.5pp | 9429.28%-9413.1pp | 31.21%-15.0pp |
| Employer contribution / active EE | $916 | $1,952-53.1% | $4,157-78.0% | $2,726-66.4% |
| Participant deferral / active EE | $1,477 | $3,212-54.0% | $4,169-64.6% | $4,648-68.2% |
| Admin fee / account holder | $8 | $589-98.7% | $7,665-99.9% | $430-98.2% |