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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,619 |
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 | $40,015 | $46,332-13.6% | $143,799-72.2% | $64,819-38.3% |
| Participation rate | 63.8% | 64.2%-0.5pp | 80.3%-16.6pp | 71.5%-7.7pp |
| Annual return | -16.09% | -10.05%-6.0pp | -0.04%-16.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,583 | $1,911-17.2% | $4,952-68.0% | $2,507-36.9% |
| Participant deferral / active EE | $3,000 | $2,647+13.3% | $5,638-46.8% | $4,311-30.4% |
| Admin fee / account holder | $4 | $154-97.5% | $14,677-100.0% | $188-97.9% |