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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW TORK, NY 10022 | Participant loan processing; Recordke... | $623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,582 | $58,312-44.1% | $86,656-62.4% | $71,529-54.4% |
| Participation rate | 52.4% | 65.0%-12.6pp | 71.7%-19.3pp | 67.9%-15.5pp |
| Annual return | 15.72% | 24.08%-8.4pp | 593.09%-577.4pp | 28.97%-13.3pp |
| Employer contribution / active EE | $2,267 | $2,576-12.0% | $3,025-25.1% | $2,590-12.5% |
| Participant deferral / active EE | $1,201 | $3,439-65.1% | $4,439-72.9% | $4,291-72.0% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,619-99.9% | $1,588-99.6% |