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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,270 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,581 | $47,180-69.1% | $149,723-90.3% | $74,473-80.4% |
| Participation rate | 68.0% | 63.4%+4.6pp | 78.8%-10.8pp | 70.7%-2.8pp |
| Annual return | 10.68% | 22.75%-12.1pp | 134.50%-123.8pp | 34.36%-23.7pp |
| Employer contribution / active EE | $1,000 | $1,907-47.6% | $4,821-79.3% | $2,638-62.1% |
| Participant deferral / active EE | $1,061 | $2,730-61.1% | $5,682-81.3% | $4,530-76.6% |
| Admin fee / account holder | $4 | $343-98.9% | $13,215-100.0% | $347-98.9% |