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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $10,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $53,856 | $42,909+25.5% | $152,093-64.6% | $71,012-24.2% |
| Participation rate | 65.5% | 54.7%+10.8pp | 77.8%-12.3pp | 58.6%+7.0pp |
| Annual return | 10.70% | 30.57%-19.9pp | 66.36%-55.7pp | 37.67%-27.0pp |
| Employer contribution / active EE | $1,077 | $1,369-21.3% | $4,175-74.2% | $2,348-54.1% |
| Participant deferral / active EE | $2,075 | $1,904+9.0% | $5,451-61.9% | $3,246-36.1% |
| Admin fee / account holder | $13 | $1,014-98.8% | $14,497-99.9% | $1,167-98.9% |