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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $311 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,130 | $51,223-60.7% | $82,763-75.7% | $66,949-69.9% |
| Participation rate | 56.7% | 67.9%-11.2pp | 72.6%-15.8pp | 69.8%-13.1pp |
| Annual return | -19.43% | -9.85%-9.6pp | 702.45%-721.9pp | 1.57%-21.0pp |
| Employer contribution / active EE | $430 | $2,611-83.5% | $3,008-85.7% | $2,545-83.1% |
| Participant deferral / active EE | $1,639 | $3,460-52.6% | $4,395-62.7% | $4,239-61.3% |
| Admin fee / account holder | $6 | $415-98.5% | $5,325-99.9% | $594-99.0% |