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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $874 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,602 | $65,092-59.1% | $143,799-81.5% | $66,938-60.3% |
| Participation rate | 69.4% | 65.2%+4.2pp | 80.3%-10.9pp | 69.8%-0.4pp |
| Annual return | -7.53% | -11.14%+3.6pp | -0.04%-7.5pp | 1.58%-9.1pp |
| Employer contribution / active EE | $5,541 | $2,362+134.6% | $4,952+11.9% | $2,545+117.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $7 | $502-98.7% | $14,677-100.0% | $594-98.9% |