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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,653 |
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 | $23,505 | $47,766-50.8% | $82,763-71.6% | $64,824-63.7% |
| Participation rate | 61.5% | 67.7%-6.2pp | 72.6%-11.1pp | 71.5%-10.0pp |
| Annual return | -15.28% | -13.06%-2.2pp | 702.45%-717.7pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,017 | $2,182-53.4% | $3,008-66.2% | $2,507-59.5% |
| Participant deferral / active EE | $1,628 | $3,332-51.1% | $4,395-62.9% | $4,311-62.2% |
| Admin fee / account holder | $5 | $143-96.3% | $5,325-99.9% | $188-97.2% |