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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $15,430 | $50,902-69.7% | $155,534-90.1% | $77,736-80.2% |
| Participation rate | 63.3% | 63.1%+0.3pp | 78.2%-14.9pp | 70.6%-7.2pp |
| Annual return | 15.58% | 34.85%-19.3pp | 64.92%-49.3pp | 31.26%-15.7pp |
| Employer contribution / active EE | $801 | $1,991-59.8% | $4,675-82.9% | $2,728-70.6% |
| Participant deferral / active EE | $704 | $2,824-75.1% | $5,630-87.5% | $4,651-84.9% |
| Admin fee / account holder | $13 | $437-97.1% | $15,900-99.9% | $433-97.1% |