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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $462 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,319 | $61,166-19.4% | $185,849-73.5% | $79,391-37.9% |
| Participation rate | 44.4% | 66.6%-22.3pp | 81.7%-37.4pp | 70.7%-26.4pp |
| Annual return | 11.13% | 19.45%-8.3pp | 122.10%-111.0pp | 116.88%-105.8pp |
| Employer contribution / active EE | $860 | $2,321-62.9% | $5,169-83.4% | $2,428-64.6% |
| Participant deferral / active EE | $1,815 | $2,789-34.9% | $5,569-67.4% | $4,046-55.1% |
| Admin fee / account holder | $7 | $710-99.1% | $16,244-100.0% | $627-99.0% |