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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,937 |
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 | $23,039 | $60,454-61.9% | $81,844-71.8% | $74,459-69.1% |
| Participation rate | 62.2% | 63.0%-0.8pp | 72.4%-10.2pp | 67.2%-5.0pp |
| Annual return | 22.63% | 16.87%+5.8pp | 778.87%-756.2pp | 1369.70%-1347.1pp |
| Employer contribution / active EE | $812 | $2,630-69.1% | $2,916-72.2% | $2,626-69.1% |
| Participant deferral / active EE | $1,099 | $3,398-67.7% | $4,323-74.6% | $4,350-74.7% |
| Admin fee / account holder | $15 | $1,490-99.0% | $7,355-99.8% | $1,945-99.2% |