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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,470 |
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 | $36,465 | $60,454-39.7% | $81,844-55.4% | $74,459-51.0% |
| Participation rate | 47.8% | 63.0%-15.2pp | 72.4%-24.6pp | 67.2%-19.5pp |
| Annual return | 13.90% | 16.87%-3.0pp | 778.87%-765.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,789 | $3,398-47.3% | $4,323-58.6% | $4,350-58.9% |
| Admin fee / account holder | $6 | $1,490-99.6% | $7,355-99.9% | $1,945-99.7% |