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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $751 |
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 | $36,722 | $51,223-28.3% | $82,763-55.6% | $66,949-45.1% |
| Participation rate | 47.1% | 67.9%-20.8pp | 72.6%-25.5pp | 69.8%-22.7pp |
| Annual return | -13.93% | -9.85%-4.1pp | 702.45%-716.4pp | 1.57%-15.5pp |
| Employer contribution / active EE | $799 | $2,611-69.4% | $3,008-73.5% | $2,545-68.6% |
| Participant deferral / active EE | $1,134 | $3,460-67.2% | $4,395-74.2% | $4,239-73.2% |
| Admin fee / account holder | $5 | $415-98.9% | $5,325-99.9% | $594-99.2% |