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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $10,878 |
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 | $8,053 | $53,254-84.9% | $155,602-94.8% | $199,874-96.0% |
| Participation rate | 63.3% | 64.1%-0.9pp | 78.2%-14.9pp | 72.0%-8.7pp |
| Annual return | 16.24% | 41.18%-24.9pp | 64.81%-48.6pp | 34.28%-18.0pp |
| Employer contribution / active EE | $439 | $1,848-76.3% | $4,675-90.6% | $3,036-85.6% |
| Participant deferral / active EE | $988 | $3,165-68.8% | $5,629-82.4% | $5,090-80.6% |
| Admin fee / account holder | $13 | $186-93.0% | $15,923-99.9% | $269-95.2% |