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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $854 |
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 | $29,262 | $73,839-60.4% | $143,788-79.6% | $68,495-57.3% |
| Participation rate | 55.1% | 66.7%-11.6pp | 80.3%-25.2pp | 67.9%-12.8pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,533 | $3,184-51.8% | $4,952-69.0% | $2,596-40.9% |
| Participant deferral / active EE | $2,592 | $3,384-23.4% | $5,638-54.0% | $4,028-35.6% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,675-100.0% | $5,403-99.9% |