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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $82 |
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 | $27,509 | $45,109-39.0% | $85,240-67.7% | $77,762-64.6% |
| Participation rate | 52.0% | 48.7%+3.3pp | 67.5%-15.6pp | 70.6%-18.6pp |
| Annual return | 18.44% | 79.55%-61.1pp | 66.75%-48.3pp | 31.27%-12.8pp |
| Employer contribution / active EE | $394 | $1,602-75.4% | $2,735-85.6% | $2,728-85.6% |
| Participant deferral / active EE | $915 | $2,814-67.5% | $4,527-79.8% | $4,651-80.3% |
| Admin fee / account holder | $17 | $915-98.2% | $6,165-99.7% | $433-96.1% |