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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,260 |
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 | $48,246 | $58,888-18.1% | $178,499-73.0% | $73,493-34.4% |
| Participation rate | 50.9% | 66.2%-15.3pp | 81.9%-31.0pp | 70.7%-19.8pp |
| Annual return | 15.28% | 24.86%-9.6pp | 151.10%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $679 | $2,236-69.6% | $5,011-86.5% | $2,270-70.1% |
| Participant deferral / active EE | $1,993 | $2,568-22.4% | $5,202-61.7% | $3,740-46.7% |
| Admin fee / account holder | $6 | $400-98.4% | $13,986-100.0% | $513-98.8% |