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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,304 |
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 | $22,956 | $55,694-58.8% | $81,882-72.0% | $200,096-88.5% |
| Participation rate | 62.0% | 62.7%-0.6pp | 72.4%-10.4pp | 72.0%-10.0pp |
| Annual return | 13.72% | 19.59%-5.9pp | 779.47%-765.8pp | 34.26%-20.5pp |
| Employer contribution / active EE | $166 | $2,114-92.1% | $2,916-94.3% | $3,038-94.5% |
| Participant deferral / active EE | $1,105 | $3,299-66.5% | $4,323-74.4% | $5,090-78.3% |
| Admin fee / account holder | $7 | $348-98.1% | $7,360-99.9% | $269-97.6% |