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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,621 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,503 | $50,820-41.9% | $155,567-81.0% | $77,671-62.0% |
| Participation rate | 26.5% | 63.1%-36.6pp | 78.2%-51.7pp | 70.6%-44.1pp |
| Annual return | 12.40% | 34.85%-22.4pp | 64.74%-52.3pp | 31.21%-18.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $730 | $2,823-74.2% | $5,628-87.0% | $4,648-84.3% |
| Admin fee / account holder | $8 | $436-98.1% | $15,916-99.9% | $430-98.1% |