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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,240 | $46,332-49.8% | $143,797-83.8% | $64,824-64.1% |
| Participation rate | 37.0% | 64.2%-27.3pp | 80.3%-43.3pp | 71.5%-34.5pp |
| Annual return | -13.64% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,034 | $2,647-60.9% | $5,638-81.7% | $4,311-76.0% |
| Admin fee / account holder | $5 | $154-96.6% | $14,679-100.0% | $188-97.2% |