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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,274 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,613 | $65,946-62.7% | $81,783-69.9% | $77,671-68.3% |
| Participation rate | 44.6% | 65.8%-21.2pp | 72.4%-27.8pp | 70.6%-26.0pp |
| Annual return | 12.74% | 26.65%-13.9pp | 775.05%-762.3pp | 31.21%-18.5pp |
| Employer contribution / active EE | $0 | $2,371-100.0% | $2,913-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,628 | $3,507-53.6% | $4,320-62.3% | $4,648-65.0% |
| Admin fee / account holder | $4 | $527-99.2% | $7,380-99.9% | $430-99.0% |