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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,096 | $50,919-3.6% | $155,556-68.4% | $77,762-36.9% |
| Participation rate | 67.9% | 63.1%+4.8pp | 78.2%-10.3pp | 70.6%-2.7pp |
| Annual return | 13.69% | 34.84%-21.1pp | 64.84%-51.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,583 | $1,991-20.5% | $4,675-66.1% | $2,728-42.0% |
| Participant deferral / active EE | $2,055 | $2,824-27.3% | $5,631-63.5% | $4,651-55.8% |
| Admin fee / account holder | $8 | $437-98.1% | $15,885-99.9% | $433-98.1% |