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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $297 |
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 | $34,533 | $61,391-43.7% | $149,723-76.9% | $71,529-51.7% |
| Participation rate | 57.0% | 62.5%-5.5pp | 78.8%-21.7pp | 67.9%-10.9pp |
| Annual return | 14.82% | 35.88%-21.1pp | 134.50%-119.7pp | 28.97%-14.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,445 | $2,921-50.5% | $5,682-74.6% | $4,291-66.3% |
| Admin fee / account holder | $2 | $1,264-99.8% | $13,215-100.0% | $1,588-99.9% |