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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $465 |
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 | $26,955 | $46,332-41.8% | $143,797-81.3% | $64,824-58.4% |
| Participation rate | 27.2% | 64.2%-37.0pp | 80.3%-53.1pp | 71.5%-44.3pp |
| Annual return | -13.76% | -10.05%-3.7pp | -0.04%-13.7pp | 32.84%-46.6pp |
| Employer contribution / active EE | $144 | $1,911-92.5% | $4,952-97.1% | $2,507-94.2% |
| Participant deferral / active EE | $985 | $2,647-62.8% | $5,638-82.5% | $4,311-77.1% |
| Admin fee / account holder | $2 | $154-98.6% | $14,679-100.0% | $188-98.8% |