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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,634 |
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 | $46,889 | $52,967-11.5% | $172,753-72.9% | $65,186-28.1% |
| Participation rate | 66.5% | 66.2%+0.3pp | 82.6%-16.2pp | 70.2%-3.7pp |
| Annual return | 24.80% | 30.12%-5.3pp | 803.00%-778.2pp | 29.39%-4.6pp |
| Employer contribution / active EE | $478 | $2,190-78.2% | $5,144-90.7% | $2,177-78.1% |
| Participant deferral / active EE | $2,002 | $2,471-19.0% | $5,198-61.5% | $3,514-43.0% |
| Admin fee / account holder | $9 | $472-98.1% | $13,956-99.9% | $847-99.0% |