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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,006 | $52,626-33.5% | $98,506-64.5% | $93,010-62.4% |
| Participation rate | 45.3% | 65.3%-20.0pp | 73.3%-28.0pp | 73.9%-28.6pp |
| Annual return | 40.16% | 16.95%+23.2pp | 1494.92%-1454.8pp | 158.70%-118.5pp |
| Employer contribution / active EE | $930 | $1,894-50.9% | $2,961-68.6% | $2,705-65.6% |
| Participant deferral / active EE | $1,242 | $2,907-57.3% | $4,277-71.0% | $4,561-72.8% |
| Admin fee / account holder | $7 | $102-93.2% | $5,955-99.9% | $152-95.4% |