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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $246 |
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 | $17,535 | $58,312-69.9% | $86,656-79.8% | $71,529-75.5% |
| Participation rate | 30.1% | 65.0%-34.9pp | 71.7%-41.6pp | 67.9%-37.8pp |
| Annual return | 14.93% | 24.08%-9.2pp | 593.09%-578.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $283 | $2,576-89.0% | $3,025-90.7% | $2,590-89.1% |
| Participant deferral / active EE | $1,553 | $3,439-54.8% | $4,439-65.0% | $4,291-63.8% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,619-100.0% | $1,588-99.9% |