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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,920 | $52,293-67.6% | $178,503-90.5% | $73,412-77.0% |
| Participation rate | 53.1% | 65.3%-12.2pp | 81.9%-28.8pp | 72.2%-19.1pp |
| Annual return | 3.78% | 34.75%-31.0pp | 151.12%-147.3pp | 59.30%-55.5pp |
| Employer contribution / active EE | $949 | $1,736-45.3% | $5,011-81.1% | $2,234-57.5% |
| Participant deferral / active EE | $1,035 | $2,333-55.6% | $5,202-80.1% | $3,806-72.8% |
| Admin fee / account holder | $13 | $127-89.5% | $13,987-99.9% | $158-91.6% |