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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,528 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $245 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,084 | $55,446-33.1% | $155,574-76.2% | $74,429-50.2% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 14.61% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,727 | $2,836-3.9% | $5,629-51.6% | $4,348-37.3% |
| Admin fee / account holder | $3 | $1,743-99.8% | $15,914-100.0% | $1,944-99.8% |