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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $187 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,474 | $46,332-55.8% | $143,797-85.8% | $64,824-68.4% |
| Participation rate | 42.0% | 64.2%-22.3pp | 80.3%-38.4pp | 71.5%-29.5pp |
| Annual return | -11.45% | -10.05%-1.4pp | -0.04%-11.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $651 | $2,647-75.4% | $5,638-88.5% | $4,311-84.9% |
| Admin fee / account holder | $4 | $154-97.2% | $14,679-100.0% | $188-97.7% |