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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $408 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,835 | $52,722+38.2% | $90,461-19.5% | $73,412-0.8% |
| Participation rate | 27.2% | 67.7%-40.6pp | 72.7%-45.5pp | 72.2%-45.0pp |
| Annual return | 16.87% | 20.70%-3.8pp | 1294.76%-1277.9pp | 59.30%-42.4pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,540 | $2,810-45.2% | $3,964-61.2% | $3,806-59.5% |
| Admin fee / account holder | $4 | $117-96.2% | $5,617-99.9% | $158-97.2% |