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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $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 | $60,265 | $48,744+23.6% | $93,696-35.7% | $199,960-69.9% |
| Participation rate | 38.5% | 63.7%-25.1pp | 68.7%-30.2pp | 72.0%-33.5pp |
| Annual return | 15.89% | 15.36%+0.5pp | 133.74%-117.9pp | 34.28%-18.4pp |
| Employer contribution / active EE | $729 | $1,140-36.1% | $2,422-69.9% | $3,036-76.0% |
| Participant deferral / active EE | $2,415 | $2,825-14.5% | $4,417-45.3% | $5,087-52.5% |
| Admin fee / account holder | $194 | $195-0.7% | $8,287-97.7% | $269-28.0% |