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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
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 | $26,220 | $51,226-48.8% | $82,744-68.3% | $66,938-60.8% |
| Participation rate | 56.2% | 67.9%-11.7pp | 72.6%-16.4pp | 69.8%-13.7pp |
| Annual return | -16.67% | -9.61%-7.1pp | 702.22%-718.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $825 | $2,612-68.4% | $3,008-72.6% | $2,545-67.6% |
| Participant deferral / active EE | $1,513 | $3,460-56.3% | $4,395-65.6% | $4,238-64.3% |
| Admin fee / account holder | $8 | $416-98.0% | $5,325-99.8% | $594-98.6% |