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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,271 | $85,169-63.3% | $172,755-81.9% | $72,983-57.2% |
| Participation rate | 42.4% | 70.1%-27.6pp | 82.6%-40.2pp | 69.5%-27.1pp |
| Annual return | 23.26% | 27.32%-4.1pp | 802.94%-779.7pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,443 | $3,324-56.6% | $5,144-71.9% | $2,440-40.9% |
| Participant deferral / active EE | $1,817 | $3,260-44.3% | $5,198-65.0% | $3,608-49.6% |
| Admin fee / account holder | $10 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |