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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $33,920 |
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 | $23,714 | $50,860-53.4% | $155,574-84.8% | $77,714-69.5% |
| Participation rate | 65.9% | 63.1%+2.8pp | 78.2%-12.3pp | 70.6%-4.7pp |
| Annual return | 14.23% | 34.86%-20.6pp | 64.87%-50.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,389 | $1,991-30.2% | $4,676-70.3% | $2,727-49.1% |
| Participant deferral / active EE | $2,663 | $2,825-5.7% | $5,629-52.7% | $4,649-42.7% |
| Admin fee / account holder | $124 | $436-71.5% | $15,914-99.2% | $433-71.3% |