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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $698 |
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 | $28,888 | $61,166-52.8% | $185,837-84.5% | $79,393-63.6% |
| Participation rate | 43.9% | 66.6%-22.8pp | 81.7%-37.8pp | 70.7%-26.8pp |
| Annual return | 15.97% | 19.45%-3.5pp | 122.08%-106.1pp | 116.87%-100.9pp |
| Employer contribution / active EE | $480 | $2,321-79.3% | $5,168-90.7% | $2,428-80.2% |
| Participant deferral / active EE | $1,222 | $2,789-56.2% | $5,568-78.1% | $4,046-69.8% |
| Admin fee / account holder | $8 | $710-98.9% | $16,241-100.0% | $627-98.8% |