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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,270 | $65,125-45.8% | $143,797-75.5% | $66,949-47.3% |
| Participation rate | 44.1% | 65.2%-21.1pp | 80.3%-36.3pp | 69.8%-25.8pp |
| Annual return | -10.46% | -11.13%+0.7pp | -0.04%-10.4pp | 1.57%-12.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,379 | $2,920-52.8% | $5,638-75.5% | $4,239-67.5% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |