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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,246 |
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 | $35,096 | $63,745-44.9% | $98,452-64.4% | $79,390-55.8% |
| Participation rate | 43.1% | 69.9%-26.8pp | 73.3%-30.2pp | 70.7%-27.6pp |
| Annual return | 15.19% | 625.80%-610.6pp | 1492.96%-1477.8pp | 116.86%-101.7pp |
| Employer contribution / active EE | $199 | $2,557-92.2% | $2,960-93.3% | $2,428-91.8% |
| Participant deferral / active EE | $1,331 | $3,303-59.7% | $4,276-68.9% | $4,046-67.1% |
| Admin fee / account holder | $9 | $516-98.2% | $5,948-99.8% | $626-98.5% |