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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $13,030 | $65,092-80.0% | $143,799-90.9% | $66,938-80.5% |
| Participation rate | 67.8% | 65.2%+2.6pp | 80.3%-12.5pp | 69.8%-2.0pp |
| Annual return | -14.52% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $410 | $2,362-82.7% | $4,952-91.7% | $2,545-83.9% |
| Participant deferral / active EE | $787 | $2,920-73.1% | $5,638-86.0% | $4,238-81.4% |
| Admin fee / account holder | $3 | $502-99.5% | $14,677-100.0% | $594-99.6% |