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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,344 |
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.
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 | $30,315 | $76,112-60.2% | $96,534-68.6% | $71,511-57.6% |
| Participation rate | 51.2% | 74.4%-23.2pp | 76.0%-24.8pp | 67.9%-16.7pp |
| Annual return | 17.53% | 22.81%-5.3pp | 25.88%-8.4pp | 28.86%-11.3pp |
| Employer contribution / active EE | $1,062 | $2,248-52.7% | $2,965-64.2% | $2,589-59.0% |
| Participant deferral / active EE | $1,871 | $4,217-55.6% | $4,851-61.4% | $4,291-56.4% |
| Admin fee / account holder | $10 | $2,708-99.6% | $8,253-99.9% | $1,588-99.4% |