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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,208 |
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 | $41,522 | $58,344-28.8% | $98,506-57.8% | $86,821-52.2% |
| Participation rate | 50.7% | 68.4%-17.7pp | 73.3%-22.7pp | 72.3%-21.6pp |
| Annual return | 21.92% | 43.47%-21.6pp | 1494.92%-1473.0pp | 97.94%-76.0pp |
| Employer contribution / active EE | $967 | $2,008-51.8% | $2,961-67.4% | $2,406-59.8% |
| Participant deferral / active EE | $1,344 | $3,156-57.4% | $4,277-68.6% | $4,132-67.5% |
| Admin fee / account holder | $11 | $138-91.8% | $5,955-99.8% | $170-93.3% |