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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
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 | $34,868 | $65,960-47.1% | $81,882-57.4% | $77,762-55.2% |
| Participation rate | 42.0% | 65.8%-23.8pp | 72.4%-30.4pp | 70.6%-28.6pp |
| Annual return | 12.09% | 26.64%-14.6pp | 779.47%-767.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $947 | $2,375-60.1% | $2,916-67.5% | $2,728-65.3% |
| Participant deferral / active EE | $1,558 | $3,505-55.6% | $4,323-64.0% | $4,651-66.5% |
| Admin fee / account holder | $215 | $526-59.1% | $7,360-97.1% | $433-50.3% |