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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,911 | $58,895-59.4% | $178,503-86.6% | $73,497-67.5% |
| Participation rate | 53.3% | 66.2%-12.9pp | 81.9%-28.7pp | 70.7%-17.4pp |
| Annual return | 6.08% | 24.86%-18.8pp | 151.12%-145.0pp | 28.51%-22.4pp |
| Employer contribution / active EE | $523 | $2,236-76.6% | $5,011-89.6% | $2,270-77.0% |
| Participant deferral / active EE | $1,586 | $2,567-38.2% | $5,202-69.5% | $3,740-57.6% |
| Admin fee / account holder | $12 | $400-97.1% | $13,987-99.9% | $513-97.7% |