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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $7,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,163 | $49,796-77.6% | $136,867-91.8% | $69,255-83.9% |
| Participation rate | 66.0% | 62.1%+3.9pp | 74.5%-8.6pp | 69.0%-3.1pp |
| Annual return | 11.03% | 12.45%-1.4pp | 42.97%-31.9pp | 26.73%-15.7pp |
| Employer contribution / active EE | $507 | $2,044-75.2% | $3,547-85.7% | $2,645-80.8% |
| Participant deferral / active EE | $896 | $2,062-56.6% | $4,924-81.8% | $2,890-69.0% |
| Admin fee / account holder | $15 | $484-96.9% | $10,340-99.9% | $733-98.0% |