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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $667 |
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 | $40,752 | $58,895-30.8% | $178,503-77.2% | $73,497-44.6% |
| Participation rate | 61.4% | 66.2%-4.8pp | 81.9%-20.5pp | 70.7%-9.3pp |
| Annual return | 12.82% | 24.86%-12.0pp | 151.12%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $569 | $2,236-74.5% | $5,011-88.6% | $2,270-74.9% |
| Participant deferral / active EE | $1,468 | $2,567-42.8% | $5,202-71.8% | $3,740-60.7% |
| Admin fee / account holder | $5 | $400-98.7% | $13,987-100.0% | $513-99.0% |