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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,004 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,374 | $51,620-48.9% | $90,324-70.8% | $65,186-59.5% |
| Participation rate | 41.5% | 68.6%-27.1pp | 73.3%-31.7pp | 70.2%-28.7pp |
| Annual return | 19.09% | 24.94%-5.8pp | 78.15%-59.1pp | 29.39%-10.3pp |
| Employer contribution / active EE | $172 | $2,235-92.3% | $2,856-94.0% | $2,177-92.1% |
| Participant deferral / active EE | $1,031 | $2,871-64.1% | $3,885-73.5% | $3,514-70.6% |
| Admin fee / account holder | $11 | $384-97.0% | $5,356-99.8% | $847-98.6% |