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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,225 | $58,895-28.3% | $178,503-76.3% | $73,497-42.5% |
| Participation rate | 69.4% | 66.2%+3.2pp | 81.9%-12.5pp | 70.7%-1.2pp |
| Annual return | 14.13% | 24.86%-10.7pp | 151.12%-137.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,612 | $2,236-27.9% | $5,011-67.8% | $2,270-29.0% |
| Participant deferral / active EE | $3,351 | $2,567+30.6% | $5,202-35.6% | $3,740-10.4% |
| Admin fee / account holder | $42 | $400-89.5% | $13,987-99.7% | $513-91.8% |