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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,576 | $66,124-56.8% | $90,440-68.4% | $73,493-61.1% |
| Participation rate | 65.9% | 69.7%-3.8pp | 72.7%-6.8pp | 70.7%-4.8pp |
| Annual return | 15.28% | 17.65%-2.4pp | 1294.38%-1279.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $674 | $2,346-71.3% | $3,263-79.3% | $2,270-70.3% |
| Participant deferral / active EE | $876 | $3,039-71.2% | $3,964-77.9% | $3,740-76.6% |
| Admin fee / account holder | $8 | $396-97.9% | $5,615-99.9% | $513-98.4% |