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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,809 | $60,795+46.1% | $69,483+27.8% | $65,186+36.2% |
| Participation rate | 64.3% | 74.9%-10.5pp | 74.6%-10.3pp | 70.2%-5.9pp |
| Annual return | 20.05% | 17.46%+2.6pp | 28.99%-8.9pp | 29.39%-9.3pp |
| Employer contribution / active EE | $1,774 | $2,452-27.7% | $2,780-36.2% | $2,177-18.5% |
| Participant deferral / active EE | $2,715 | $3,162-14.1% | $3,537-23.2% | $3,514-22.7% |
| Admin fee / account holder | $22 | $314-92.8% | $3,841-99.4% | $847-97.3% |