Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $277 |
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 | $34,524 | $91,198-62.1% | $178,503-80.7% | $79,856-56.8% |
| Participation rate | 63.5% | 69.2%-5.7pp | 81.9%-18.4pp | 69.6%-6.1pp |
| Annual return | 17.32% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,533 | $3,257-52.9% | $5,011-69.4% | $2,471-38.0% |
| Participant deferral / active EE | $1,723 | $3,237-46.8% | $5,202-66.9% | $3,741-53.9% |
| Admin fee / account holder | $3 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |