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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,347 | $122,128-61.2% | $147,080-67.8% | $199,960-76.3% |
| Participation rate | 54.2% | 78.2%-24.0pp | 82.2%-28.0pp | 72.0%-17.8pp |
| Annual return | 20.82% | 30.58%-9.8pp | 420.17%-399.3pp | 34.28%-13.5pp |
| Employer contribution / active EE | $1,203 | $4,093-70.6% | $4,933-75.6% | $3,036-60.4% |
| Participant deferral / active EE | $3,162 | $8,484-62.7% | $8,066-60.8% | $5,087-37.8% |
| Admin fee / account holder | $7 | $180-95.9% | $12,989-99.9% | $269-97.3% |