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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $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 | $44,206-74.7% | $94,057-88.1% | $64,728-82.8% |
| Participation rate | 66.0% | 51.0%+15.0pp | 73.3%-7.4pp | 57.9%+8.1pp |
| Annual return | 11.03% | 259.42%-248.4pp | 480.62%-469.6pp | 49.38%-38.4pp |
| Employer contribution / active EE | $507 | $1,635-69.0% | $2,933-82.7% | $2,243-77.4% |
| Participant deferral / active EE | $896 | $1,902-52.9% | $4,709-81.0% | $2,729-67.2% |
| Admin fee / account holder | $15 | $1,230-98.8% | $7,244-99.8% | $1,145-98.7% |