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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $8,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,143 | $50,902+4.4% | $155,534-65.8% | $77,736-31.6% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.6pp | 70.6%-4.9pp |
| Annual return | 12.12% | 34.85%-22.7pp | 64.92%-52.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,091 | $1,991-45.2% | $4,675-76.7% | $2,728-60.0% |
| Participant deferral / active EE | $2,023 | $2,824-28.3% | $5,630-64.1% | $4,651-56.5% |
| Admin fee / account holder | $15 | $437-96.6% | $15,900-99.9% | $433-96.6% |