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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,109 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,248 | $89,093-44.7% | $102,434-51.9% | $77,736-36.6% |
| Participation rate | 64.8% | 80.9%-16.1pp | 76.5%-11.7pp | 70.6%-5.8pp |
| Annual return | 17.91% | 25.03%-7.1pp | 29.46%-11.5pp | 31.26%-13.4pp |
| Employer contribution / active EE | $1,575 | $2,699-41.6% | $3,023-47.9% | $2,728-42.3% |
| Participant deferral / active EE | $1,919 | $5,147-62.7% | $5,055-62.0% | $4,651-58.7% |
| Admin fee / account holder | $19 | $236-92.0% | $9,462-99.8% | $433-95.6% |