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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,085 | $58,895-59.1% | $178,503-86.5% | $73,497-67.2% |
| Participation rate | 59.3% | 66.2%-7.0pp | 81.9%-22.7pp | 70.7%-11.4pp |
| Annual return | 10.41% | 24.86%-14.5pp | 151.12%-140.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $497 | $2,236-77.8% | $5,011-90.1% | $2,270-78.1% |
| Participant deferral / active EE | $1,424 | $2,567-44.5% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $10 | $400-97.5% | $13,987-99.9% | $513-98.0% |