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; Recordkeepi... | $16,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $50,860-27.1% | $155,574-76.2% | $77,714-52.3% |
| Participation rate | 68.9% | 63.1%+5.8pp | 78.2%-9.3pp | 70.6%-1.7pp |
| Annual return | 10.74% | 34.86%-24.1pp | 64.87%-54.1pp | 31.26%-20.5pp |
| Employer contribution / active EE | $1,389 | $1,991-30.2% | $4,676-70.3% | $2,727-49.1% |
| Participant deferral / active EE | $1,769 | $2,825-37.4% | $5,629-68.6% | $4,649-61.9% |
| Admin fee / account holder | $12 | $436-97.2% | $15,914-99.9% | $433-97.2% |