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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $5,377 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,004 | $68,878-89.8% | $120,574-94.2% | $80,935-91.3% |
| Participation rate | 69.0% | 61.7%+7.3pp | 71.9%-3.0pp | 67.7%+1.3pp |
| Annual return | 9.40% | 23.67%-14.3pp | 107.42%-98.0pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,148 | $2,065-44.4% | $3,471-66.9% | $2,757-58.4% |
| Participant deferral / active EE | $1,756 | $3,189-44.9% | $4,996-64.9% | $4,299-59.2% |
| Admin fee / account holder | $38 | $5,782-99.3% | $9,445-99.6% | $6,924-99.4% |