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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $969 |
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 | $40,761 | $81,233-49.8% | $155,567-73.8% | $80,874-49.6% |
| Participation rate | 56.1% | 66.2%-10.1pp | 78.2%-22.1pp | 67.6%-11.5pp |
| Annual return | 11.65% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $946 | $3,101-69.5% | $4,674-79.8% | $2,756-65.7% |
| Participant deferral / active EE | $1,779 | $3,452-48.5% | $5,628-68.4% | $4,297-58.6% |
| Admin fee / account holder | $6 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |