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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,189 | $72,303-49.9% | $86,698-58.3% | $64,824-44.2% |
| Participation rate | 67.5% | 80.4%-13.0pp | 76.6%-9.1pp | 71.5%-4.0pp |
| Annual return | -13.09% | 392.77%-405.9pp | 35.96%-49.1pp | 32.84%-45.9pp |
| Employer contribution / active EE | $1,126 | $2,393-52.9% | $2,837-60.3% | $2,507-55.1% |
| Participant deferral / active EE | $1,591 | $4,660-65.9% | $4,656-65.8% | $4,311-63.1% |
| Admin fee / account holder | $8 | $174-95.7% | $7,492-99.9% | $188-96.0% |