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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,058 | $51,223-70.6% | $82,763-81.8% | $66,949-77.5% |
| Participation rate | 31.0% | 67.9%-37.0pp | 72.6%-41.6pp | 69.8%-38.9pp |
| Annual return | -52.15% | -9.85%-42.3pp | 702.45%-754.6pp | 1.57%-53.7pp |
| Employer contribution / active EE | $415 | $2,611-84.1% | $3,008-86.2% | $2,545-83.7% |
| Participant deferral / active EE | $2,059 | $3,460-40.5% | $4,395-53.2% | $4,239-51.4% |
| Admin fee / account holder | $2 | $415-99.4% | $5,325-100.0% | $594-99.6% |