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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,311 |
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 | $23,172 | $47,553-51.3% | $136,867-83.1% | $69,733-66.8% |
| Participation rate | 63.3% | 61.4%+1.9pp | 74.5%-11.2pp | 62.5%+0.9pp |
| Annual return | 10.43% | -91.50%+101.9pp | 42.97%-32.5pp | 15.22%-4.8pp |
| Employer contribution / active EE | $989 | $2,087-52.6% | $3,547-72.1% | $2,250-56.0% |
| Participant deferral / active EE | $978 | $2,300-57.5% | $4,924-80.1% | $3,054-68.0% |
| Admin fee / account holder | $31 | $3,496-99.1% | $10,340-99.7% | $3,102-99.0% |