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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $163 |
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 | $64,146 | $65,582-2.2% | $64,099+0.1% | $71,495-10.3% |
| Participation rate | 38.5% | 73.2%-34.7pp | 72.3%-33.8pp | 67.9%-29.5pp |
| Annual return | 11.38% | 18.96%-7.6pp | 33.70%-22.3pp | 28.85%-17.5pp |
| Employer contribution / active EE | $880 | $2,671-67.1% | $2,748-68.0% | $2,589-66.0% |
| Participant deferral / active EE | $1,998 | $3,628-44.9% | $3,881-48.5% | $4,291-53.4% |
| Admin fee / account holder | $2 | $616-99.7% | $3,070-99.9% | $1,588-99.9% |