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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $299 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,646 | $65,083-52.9% | $143,788-78.7% | $66,930-54.2% |
| Participation rate | 41.0% | 65.2%-24.2pp | 80.3%-39.3pp | 69.8%-28.8pp |
| Annual return | -16.10% | -11.13%-5.0pp | -0.03%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $303 | $2,361-87.2% | $4,952-93.9% | $2,545-88.1% |
| Participant deferral / active EE | $2,192 | $2,920-24.9% | $5,638-61.1% | $4,238-48.3% |
| Admin fee / account holder | $22 | $502-95.6% | $14,675-99.8% | $593-96.3% |