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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $6,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,561 | $104,479-77.4% | $159,474-85.2% | $79,391-70.3% |
| Participation rate | 35.0% | 76.6%-41.6pp | 82.8%-47.8pp | 70.7%-35.7pp |
| Annual return | 21.69% | 67.98%-46.3pp | 263.68%-242.0pp | 116.88%-95.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,166 | $6,468-51.1% | $7,353-56.9% | $4,046-21.7% |
| Admin fee / account holder | $50 | $711-93.0% | $10,802-99.5% | $627-92.1% |