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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,221 |
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 | $17,036 | $73,867-76.9% | $143,770-88.2% | $68,498-75.1% |
| Participation rate | 67.1% | 66.7%+0.5pp | 80.3%-13.2pp | 67.9%-0.8pp |
| Annual return | -11.63% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $513 | $3,184-83.9% | $4,951-89.6% | $2,596-80.2% |
| Participant deferral / active EE | $996 | $3,384-70.6% | $5,638-82.3% | $4,027-75.3% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |