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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,335 | $61,356-60.3% | $149,696-83.7% | $71,511-66.0% |
| Participation rate | 54.7% | 62.5%-7.9pp | 78.8%-24.1pp | 67.9%-13.3pp |
| Annual return | 12.72% | 35.86%-23.1pp | 134.46%-121.7pp | 28.86%-16.1pp |
| Employer contribution / active EE | $706 | $2,382-70.4% | $4,821-85.4% | $2,589-72.7% |
| Participant deferral / active EE | $1,012 | $2,920-65.3% | $5,682-82.2% | $4,291-76.4% |
| Admin fee / account holder | $5 | $1,263-99.6% | $13,212-100.0% | $1,588-99.7% |