Filed April 9, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,796 | $46,332-74.5% | $143,797-91.8% | $64,824-81.8% |
| Participation rate | 68.2% | 64.2%+3.9pp | 80.3%-12.1pp | 71.5%-3.3pp |
| Annual return | -13.90% | -10.05%-3.8pp | -0.04%-13.9pp | 32.84%-46.7pp |
| Employer contribution / active EE | $550 | $1,911-71.2% | $4,952-88.9% | $2,507-78.1% |
| Participant deferral / active EE | $1,144 | $2,647-56.8% | $5,638-79.7% | $4,311-73.5% |
| Admin fee / account holder | $4 | $154-97.6% | $14,679-100.0% | $188-98.0% |