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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,287 | $51,226-15.5% | $82,706-47.7% | $66,930-35.3% |
| Participation rate | 63.6% | 67.9%-4.3pp | 72.6%-9.0pp | 69.8%-6.3pp |
| Annual return | -14.39% | -9.61%-4.8pp | 701.76%-716.1pp | 1.57%-16.0pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,007-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,956 | $3,460-14.6% | $4,394-32.7% | $4,238-30.2% |
| Admin fee / account holder | $6 | $416-98.6% | $5,329-99.9% | $593-99.0% |