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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,665 | $65,125-80.6% | $143,797-91.2% | $66,949-81.1% |
| Participation rate | 31.9% | 65.2%-33.3pp | 80.3%-48.4pp | 69.8%-37.9pp |
| Annual return | -8.84% | -11.13%+2.3pp | -0.04%-8.8pp | 1.57%-10.4pp |
| Employer contribution / active EE | $285 | $2,362-87.9% | $4,952-94.3% | $2,545-88.8% |
| Participant deferral / active EE | $1,357 | $2,920-53.5% | $5,638-75.9% | $4,239-68.0% |
| Admin fee / account holder | $3 | $503-99.5% | $14,679-100.0% | $594-99.6% |