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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,881 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,248 | $51,223-64.4% | $82,763-78.0% | $66,949-72.7% |
| Participation rate | 57.4% | 67.9%-10.5pp | 72.6%-15.2pp | 69.8%-12.5pp |
| Annual return | -14.69% | -9.85%-4.8pp | 702.45%-717.1pp | 1.57%-16.3pp |
| Employer contribution / active EE | $667 | $2,611-74.4% | $3,008-77.8% | $2,545-73.8% |
| Participant deferral / active EE | $939 | $3,460-72.9% | $4,395-78.6% | $4,239-77.8% |
| Admin fee / account holder | $13 | $415-96.9% | $5,325-99.8% | $594-97.8% |