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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $4,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $22,751 | $46,332-50.9% | $143,799-84.2% | $64,819-64.9% |
| Participation rate | 44.5% | 64.2%-19.7pp | 80.3%-35.8pp | 71.5%-27.0pp |
| Annual return | -12.62% | -10.05%-2.6pp | -0.04%-12.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $413 | $1,911-78.4% | $4,952-91.7% | $2,507-83.5% |
| Participant deferral / active EE | $730 | $2,647-72.4% | $5,638-87.1% | $4,311-83.1% |
| Admin fee / account holder | $10 | $154-93.4% | $14,677-99.9% | $188-94.6% |