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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $42,653 | $58,292-26.8% | $86,640-50.8% | $71,511-40.4% |
| Participation rate | 44.4% | 65.0%-20.6pp | 71.7%-27.3pp | 67.9%-23.5pp |
| Annual return | 15.22% | 21.63%-6.4pp | 592.52%-577.3pp | 28.86%-13.6pp |
| Employer contribution / active EE | $699 | $2,574-72.9% | $3,024-76.9% | $2,589-73.0% |
| Participant deferral / active EE | $927 | $3,438-73.0% | $4,438-79.1% | $4,291-78.4% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,616-99.9% | $1,588-99.8% |