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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $261 |
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 | $17,627 | $47,766-63.1% | $82,744-78.7% | $64,819-72.8% |
| Participation rate | 55.1% | 67.7%-12.6pp | 72.6%-17.5pp | 71.5%-16.4pp |
| Annual return | -10.94% | -13.06%+2.1pp | 702.22%-713.2pp | 32.84%-43.8pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,537 | $3,332-53.9% | $4,395-65.0% | $4,311-64.4% |
| Admin fee / account holder | $3 | $143-98.1% | $5,325-99.9% | $188-98.6% |