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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $495 |
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 | $88,597 | $69,774+27.0% | $67,575+31.1% | $74,459+19.0% |
| Participation rate | 61.4% | 71.4%-10.0pp | 72.9%-11.5pp | 67.2%-5.8pp |
| Annual return | 14.84% | -40.53%+55.4pp | 3528.98%-3514.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,505 | $2,710-44.5% | $2,736-45.0% | $2,626-42.7% |
| Participant deferral / active EE | $2,342 | $3,636-35.6% | $4,003-41.5% | $4,350-46.2% |
| Admin fee / account holder | $2 | $890-99.8% | $3,993-100.0% | $1,945-99.9% |