Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,069 | $46,332-35.1% | $143,797-79.1% | $64,824-53.6% |
| Participation rate | 66.4% | 64.2%+2.2pp | 80.3%-13.9pp | 71.5%-5.0pp |
| Annual return | -13.35% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $1,407 | $1,911-26.4% | $4,952-71.6% | $2,507-43.9% |
| Participant deferral / active EE | $1,574 | $2,647-40.5% | $5,638-72.1% | $4,311-63.5% |
| Admin fee / account holder | $8 | $154-94.9% | $14,679-99.9% | $188-95.8% |