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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $12,883 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,504 | $42,367-79.9% | $79,580-89.3% | $64,819-86.9% |
| Participation rate | 52.5% | 64.7%-12.2pp | 69.5%-17.0pp | 71.5%-19.0pp |
| Annual return | -15.58% | -12.23%-3.3pp | 0.15%-15.7pp | 32.84%-48.4pp |
| Employer contribution / active EE | $168 | $1,181-85.8% | $2,413-93.1% | $2,507-93.3% |
| Participant deferral / active EE | $1,752 | $3,170-44.7% | $3,985-56.0% | $4,311-59.4% |
| Admin fee / account holder | $87 | $160-45.2% | $6,835-98.7% | $188-53.5% |