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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,393 | $60,393-44.7% | $81,820-59.2% | $74,429-55.1% |
| Participation rate | 32.9% | 62.9%-30.0pp | 72.4%-39.5pp | 67.2%-34.3pp |
| Annual return | 98.19% | 16.89%+81.3pp | 777.93%-679.7pp | 1368.38%-1270.2pp |
| Employer contribution / active EE | $148 | $2,626-94.4% | $2,915-94.9% | $2,625-94.4% |
| Participant deferral / active EE | $2,002 | $3,397-41.1% | $4,323-53.7% | $4,348-54.0% |
| Admin fee / account holder | $8 | $1,491-99.5% | $7,391-99.9% | $1,944-99.6% |