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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,243 | $51,223-80.0% | $82,763-87.6% | $66,949-84.7% |
| Participation rate | 61.8% | 67.9%-6.1pp | 72.6%-10.8pp | 69.8%-8.1pp |
| Annual return | -16.40% | -9.85%-6.5pp | 702.45%-718.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $154 | $2,611-94.1% | $3,008-94.9% | $2,545-93.9% |
| Participant deferral / active EE | $1,129 | $3,460-67.4% | $4,395-74.3% | $4,239-73.4% |
| Admin fee / account holder | $4 | $415-99.1% | $5,325-99.9% | $594-99.4% |