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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 | $66,009-47.2% | $81,780-57.4% | $77,692-55.1% |
| Participation rate | 42.0% | 65.8%-23.8pp | 72.4%-30.4pp | 70.6%-28.6pp |
| Annual return | 12.09% | 26.66%-14.6pp | 776.27%-764.2pp | 31.25%-19.2pp |
| Employer contribution / active EE | $947 | $2,374-60.1% | $2,914-67.5% | $2,726-65.3% |
| Participant deferral / active EE | $1,558 | $3,510-55.6% | $4,321-63.9% | $4,648-66.5% |
| Admin fee / account holder | $215 | $527-59.2% | $7,384-97.1% | $431-50.0% |