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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $16,581 |
TIAA10+ years Service code 12 730 THIRD AVENUE · NEW YORK, NY 10017 | Participant loan processing; Recordke... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,057 | $50,902-37.0% | $155,534-79.4% | $77,736-58.8% |
| Participation rate | 69.8% | 63.1%+6.8pp | 78.2%-8.4pp | 70.6%-0.7pp |
| Annual return | 11.60% | 34.85%-23.2pp | 64.92%-53.3pp | 31.26%-19.7pp |
| Employer contribution / active EE | $491 | $1,991-75.3% | $4,675-89.5% | $2,728-82.0% |
| Participant deferral / active EE | $1,320 | $2,824-53.2% | $5,630-76.5% | $4,651-71.6% |
| Admin fee / account holder | $10 | $437-97.8% | $15,900-99.9% | $433-97.8% |