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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $935 |
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 | $28,035 | $73,839-62.0% | $143,788-80.5% | $68,495-59.1% |
| Participation rate | 51.5% | 66.7%-15.1pp | 80.3%-28.8pp | 67.9%-16.4pp |
| Annual return | -13.46% | 1.01%-14.5pp | -0.03%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $954 | $3,184-70.0% | $4,952-80.7% | $2,596-63.3% |
| Participant deferral / active EE | $1,854 | $3,384-45.2% | $5,638-67.1% | $4,028-54.0% |
| Admin fee / account holder | $24 | $5,755-99.6% | $14,675-99.8% | $5,403-99.6% |