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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $386 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,573 | $52,188-45.2% | $86,640-67.0% | $74,460-61.6% |
| Participation rate | 49.5% | 66.3%-16.8pp | 71.7%-22.2pp | 70.7%-21.3pp |
| Annual return | 11.33% | 44.46%-33.1pp | 592.52%-581.2pp | 34.38%-23.1pp |
| Employer contribution / active EE | $497 | $2,282-78.2% | $3,024-83.6% | $2,638-81.2% |
| Participant deferral / active EE | $1,363 | $3,383-59.7% | $4,438-69.3% | $4,530-69.9% |
| Admin fee / account holder | $2 | $319-99.4% | $5,616-100.0% | $348-99.4% |