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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,585 | $65,125-37.7% | $143,797-71.8% | $66,949-39.4% |
| Participation rate | 47.4% | 65.2%-17.8pp | 80.3%-32.9pp | 69.8%-22.5pp |
| Annual return | -16.09% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,919 | $2,362-18.8% | $4,952-61.2% | $2,545-24.6% |
| Participant deferral / active EE | $3,703 | $2,920+26.8% | $5,638-34.3% | $4,239-12.6% |
| Admin fee / account holder | $17 | $503-96.5% | $14,679-99.9% | $594-97.1% |