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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,489 | $54,355-49.4% | $82,744-66.8% | $68,486-59.9% |
| Participation rate | 50.5% | 63.9%-13.4pp | 72.6%-22.0pp | 67.9%-17.4pp |
| Annual return | -6.60% | -13.67%+7.1pp | 702.22%-708.8pp | -7.85%+1.3pp |
| Employer contribution / active EE | $897 | $2,219-59.6% | $3,008-70.2% | $2,597-65.4% |
| Participant deferral / active EE | $1,649 | $3,246-49.2% | $4,395-62.5% | $4,028-59.1% |
| Admin fee / account holder | $12 | $4,397-99.7% | $5,325-99.8% | $5,404-99.8% |