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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $6,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,220 | $50,902-44.6% | $155,534-81.9% | $77,736-63.7% |
| Participation rate | 37.1% | 63.1%-26.0pp | 78.2%-41.1pp | 70.6%-33.5pp |
| Annual return | 13.89% | 34.85%-21.0pp | 64.92%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $372 | $1,991-81.3% | $4,675-92.0% | $2,728-86.4% |
| Participant deferral / active EE | $597 | $2,824-78.8% | $5,630-89.4% | $4,651-87.2% |
| Admin fee / account holder | $15 | $437-96.6% | $15,900-99.9% | $433-96.6% |