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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $595 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,206 | $58,264-87.6% | $86,617-91.7% | $71,495-89.9% |
| Participation rate | 56.0% | 65.0%-9.0pp | 71.7%-15.7pp | 67.9%-12.0pp |
| Annual return | 15.26% | 21.63%-6.4pp | 591.91%-576.7pp | 28.85%-13.6pp |
| Employer contribution / active EE | $396 | $2,574-84.6% | $3,023-86.9% | $2,589-84.7% |
| Participant deferral / active EE | $1,178 | $3,436-65.7% | $4,437-73.5% | $4,291-72.6% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,613-99.9% | $1,588-99.7% |