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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $470 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,634 | $43,496-75.6% | $161,489-93.4% | $64,340-83.5% |
| Participation rate | 59.7% | 53.5%+6.2pp | 78.7%-19.0pp | 55.2%+4.5pp |
| Annual return | 13.07% | 20.76%-7.7pp | 89.72%-76.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $304 | $1,431-78.7% | $4,268-92.9% | $1,862-83.7% |
| Participant deferral / active EE | $1,091 | $1,996-45.3% | $5,630-80.6% | $2,980-63.4% |
| Admin fee / account holder | $278 | $2,330-88.1% | $16,006-98.3% | $3,703-92.5% |