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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,261 |
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 | $19,116 | $47,766-60.0% | $82,763-76.9% | $64,824-70.5% |
| Participation rate | 44.4% | 67.7%-23.2pp | 72.6%-28.1pp | 71.5%-27.0pp |
| Annual return | -10.22% | -13.06%+2.8pp | 702.45%-712.7pp | 32.84%-43.1pp |
| Employer contribution / active EE | $452 | $2,182-79.3% | $3,008-85.0% | $2,507-82.0% |
| Participant deferral / active EE | $1,253 | $3,332-62.4% | $4,395-71.5% | $4,311-70.9% |
| Admin fee / account holder | $4 | $143-96.9% | $5,325-99.9% | $188-97.6% |