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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,055 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,952 | $46,325-48.3% | $143,788-83.3% | $64,814-63.0% |
| Participation rate | 40.6% | 64.2%-23.6pp | 80.3%-39.7pp | 71.5%-30.9pp |
| Annual return | -12.15% | -10.05%-2.1pp | -0.03%-12.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $321 | $1,911-83.2% | $4,952-93.5% | $2,507-87.2% |
| Participant deferral / active EE | $1,019 | $2,647-61.5% | $5,638-81.9% | $4,310-76.4% |
| Admin fee / account holder | $10 | $154-93.2% | $14,675-99.9% | $188-94.4% |