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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,331 |
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 | $46,245 | $52,961-12.7% | $172,755-73.2% | $65,185-29.1% |
| Participation rate | 49.3% | 66.2%-16.9pp | 82.6%-33.4pp | 70.2%-20.9pp |
| Annual return | 18.47% | 30.12%-11.7pp | 802.94%-784.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $631 | $2,190-71.2% | $5,144-87.7% | $2,177-71.0% |
| Participant deferral / active EE | $2,014 | $2,471-18.5% | $5,198-61.3% | $3,514-42.7% |
| Admin fee / account holder | $7 | $472-98.5% | $13,955-99.9% | $847-99.2% |