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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $8,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,049 | $36,773-72.7% | $189,758-94.7% | $85,660-88.3% |
| Participation rate | 66.0% | 63.3%+2.8pp | 79.8%-13.8pp | 74.8%-8.8pp |
| Annual return | 20.64% | 55.47%-34.8pp | 52.62%-32.0pp | 19.52%+1.1pp |
| Employer contribution / active EE | $354 | $1,536-77.0% | $4,767-92.6% | $4,199-91.6% |
| Participant deferral / active EE | $1,069 | $1,800-40.6% | $5,856-81.8% | $3,518-69.6% |
| Admin fee / account holder | $9 | $132-92.9% | $20,388-100.0% | $224-95.8% |