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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,167 |
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 | $72,657 | $66,004+10.1% | $81,820-11.2% | $77,714-6.5% |
| Participation rate | 47.8% | 65.8%-18.0pp | 72.4%-24.6pp | 70.6%-22.8pp |
| Annual return | 15.99% | 26.65%-10.7pp | 777.93%-761.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,392 | $2,375-41.4% | $2,915-52.2% | $2,727-48.9% |
| Participant deferral / active EE | $1,262 | $3,508-64.0% | $4,323-70.8% | $4,649-72.9% |
| Admin fee / account holder | $10 | $527-98.0% | $7,391-99.9% | $433-97.6% |