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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,469 | $65,092-90.1% | $143,799-95.5% | $66,938-90.3% |
| Participation rate | 57.4% | 65.2%-7.8pp | 80.3%-22.9pp | 69.8%-12.4pp |
| Annual return | -16.21% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,168 | $2,920-60.0% | $5,638-79.3% | $4,238-72.4% |
| Admin fee / account holder | $8 | $502-98.3% | $14,677-99.9% | $594-98.6% |