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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,486 | $46,332-19.1% | $143,799-73.9% | $64,819-42.2% |
| Participation rate | 31.9% | 64.2%-32.4pp | 80.3%-48.4pp | 71.5%-39.6pp |
| Annual return | -3.55% | -10.05%+6.5pp | -0.04%-3.5pp | 32.84%-36.4pp |
| Employer contribution / active EE | $374 | $1,911-80.4% | $4,952-92.4% | $2,507-85.1% |
| Participant deferral / active EE | $653 | $2,647-75.3% | $5,638-88.4% | $4,311-84.9% |
| Admin fee / account holder | $8 | $154-94.6% | $14,677-99.9% | $188-95.6% |