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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,327 | $58,344-44.6% | $98,483-67.2% | $86,821-62.8% |
| Participation rate | 51.5% | 68.4%-16.9pp | 73.3%-21.8pp | 72.3%-20.8pp |
| Annual return | 27.49% | 43.47%-16.0pp | 1494.38%-1466.9pp | 97.94%-70.4pp |
| Employer contribution / active EE | $446 | $2,008-77.8% | $2,961-84.9% | $2,406-81.4% |
| Participant deferral / active EE | $963 | $3,156-69.5% | $4,276-77.5% | $4,132-76.7% |
| Admin fee / account holder | $4 | $138-96.9% | $5,953-99.9% | $170-97.5% |