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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $13,391 |
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 | $13,958 | $53,204-73.8% | $155,556-91.0% | $200,096-93.0% |
| Participation rate | 65.8% | 64.1%+1.7pp | 78.2%-12.4pp | 72.0%-6.2pp |
| Annual return | 12.76% | 41.02%-28.3pp | 64.84%-52.1pp | 34.26%-21.5pp |
| Employer contribution / active EE | $734 | $1,850-60.3% | $4,675-84.3% | $3,038-75.8% |
| Participant deferral / active EE | $797 | $3,163-74.8% | $5,631-85.8% | $5,090-84.3% |
| Admin fee / account holder | $12 | $186-93.6% | $15,885-99.9% | $269-95.6% |