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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,897 | $65,960-80.4% | $81,844-84.2% | $77,736-83.4% |
| Participation rate | 51.4% | 65.8%-14.3pp | 72.4%-21.0pp | 70.6%-19.2pp |
| Annual return | 13.62% | 26.64%-13.0pp | 778.87%-765.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $564 | $2,375-76.3% | $2,916-80.7% | $2,728-79.3% |
| Participant deferral / active EE | $618 | $3,505-82.4% | $4,323-85.7% | $4,651-86.7% |
| Admin fee / account holder | $12 | $526-97.6% | $7,355-99.8% | $433-97.1% |