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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $710 |
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 | $51,834 | $55,437-6.5% | $155,534-66.7% | $74,459-30.4% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 12.25% | 269.58%-257.3pp | 64.92%-52.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $760 | $2,266-66.5% | $4,675-83.7% | $2,626-71.1% |
| Participant deferral / active EE | $1,419 | $2,837-50.0% | $5,630-74.8% | $4,350-67.4% |
| Admin fee / account holder | $5 | $1,742-99.7% | $15,900-100.0% | $1,945-99.8% |