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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,500 | $55,437-50.4% | $155,534-82.3% | $74,459-63.1% |
| Participation rate | 60.8% | 61.9%-1.1pp | 78.2%-17.4pp | 67.2%-6.4pp |
| Annual return | 21.59% | 269.58%-248.0pp | 64.92%-43.3pp | 1369.70%-1348.1pp |
| Employer contribution / active EE | $1,011 | $2,266-55.4% | $4,675-78.4% | $2,626-61.5% |
| Participant deferral / active EE | $1,879 | $2,837-33.8% | $5,630-66.6% | $4,350-56.8% |
| Admin fee / account holder | $5 | $1,742-99.7% | $15,900-100.0% | $1,945-99.7% |