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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $148 |
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 | $33,726 | $46,688-27.8% | $189,758-82.2% | $69,733-51.6% |
| Participation rate | 54.3% | 61.7%-7.4pp | 79.8%-25.5pp | 62.5%-8.1pp |
| Annual return | 10.75% | 14.35%-3.6pp | 52.62%-41.9pp | 15.22%-4.5pp |
| Employer contribution / active EE | $985 | $1,695-41.9% | $4,767-79.3% | $2,250-56.2% |
| Participant deferral / active EE | $2,388 | $2,143+11.5% | $5,856-59.2% | $3,054-21.8% |
| Admin fee / account holder | $12 | $1,700-99.3% | $20,388-99.9% | $3,102-99.6% |