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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,112 | $46,332-58.8% | $143,797-86.7% | $64,824-70.5% |
| Participation rate | 68.2% | 64.2%+3.9pp | 80.3%-12.1pp | 71.5%-3.3pp |
| Annual return | -15.05% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,412 | $1,911-26.1% | $4,952-71.5% | $2,507-43.7% |
| Participant deferral / active EE | $3,044 | $2,647+15.0% | $5,638-46.0% | $4,311-29.4% |
| Admin fee / account holder | $2 | $154-98.7% | $14,679-100.0% | $188-98.9% |