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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $5,766 | $56,540-89.8% | $185,851-96.9% | $86,821-93.4% |
| Participation rate | 69.9% | 65.5%+4.4pp | 81.7%-11.8pp | 72.3%-2.4pp |
| Annual return | 28.99% | 118.20%-89.2pp | 122.11%-93.1pp | 97.94%-68.9pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $959 | $2,555-62.5% | $5,569-82.8% | $4,132-76.8% |
| Admin fee / account holder | $6 | $150-95.7% | $16,245-100.0% | $170-96.2% |