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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,165 |
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 | $48,639 | $56,540-14.0% | $185,851-73.8% | $86,821-44.0% |
| Participation rate | 65.4% | 65.5%-0.2pp | 81.7%-16.4pp | 72.3%-6.9pp |
| Annual return | 25.48% | 118.20%-92.7pp | 122.11%-96.6pp | 97.94%-72.5pp |
| Employer contribution / active EE | $898 | $1,844-51.3% | $5,168-82.6% | $2,406-62.7% |
| Participant deferral / active EE | $2,178 | $2,555-14.8% | $5,569-60.9% | $4,132-47.3% |
| Admin fee / account holder | $12 | $150-92.0% | $16,245-99.9% | $170-92.9% |