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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,269 |
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 | $76,215 | $52,188+46.0% | $86,656-12.0% | $74,473+2.3% |
| Participation rate | 43.0% | 66.3%-23.4pp | 71.7%-28.8pp | 70.7%-27.8pp |
| Annual return | 16.48% | 44.46%-28.0pp | 593.09%-576.6pp | 34.36%-17.9pp |
| Employer contribution / active EE | $1,148 | $2,282-49.7% | $3,025-62.0% | $2,638-56.5% |
| Participant deferral / active EE | $1,118 | $3,383-67.0% | $4,439-74.8% | $4,530-75.3% |
| Admin fee / account holder | $8 | $319-97.5% | $5,619-99.9% | $347-97.7% |