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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,771 | $55,470-86.0% | $155,556-95.0% | $74,478-89.6% |
| Participation rate | 60.0% | 61.9%-1.9pp | 78.2%-18.2pp | 67.2%-7.2pp |
| Annual return | 12.47% | 269.80%-257.3pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $607 | $2,267-73.2% | $4,675-87.0% | $2,626-76.9% |
| Participant deferral / active EE | $763 | $2,838-73.1% | $5,631-86.4% | $4,350-82.5% |
| Admin fee / account holder | $5 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |