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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $405 |
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 | $45,492 | $61,172-25.6% | $185,851-75.5% | $79,389-42.7% |
| Participation rate | 41.7% | 66.6%-25.0pp | 81.7%-40.0pp | 70.7%-29.0pp |
| Annual return | 18.57% | 19.45%-0.9pp | 122.11%-103.5pp | 116.89%-98.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,399 | $2,788-49.8% | $5,569-74.9% | $4,046-65.4% |
| Admin fee / account holder | $4 | $710-99.4% | $16,245-100.0% | $626-99.3% |