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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $826 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,217 | $91,179-5.4% | $178,499-51.7% | $79,852+8.0% |
| Participation rate | 53.7% | 69.2%-15.5pp | 81.9%-28.2pp | 69.6%-16.0pp |
| Annual return | 12.94% | 24.19%-11.2pp | 151.10%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,095 | $3,236-4.4% | $5,202-40.5% | $3,740-17.3% |
| Admin fee / account holder | $10 | $6,749-99.9% | $13,986-99.9% | $5,306-99.8% |