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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,042 | $36,002+25.1% | $161,489-72.1% | $64,728-30.4% |
| Participation rate | 28.4% | 57.4%-29.0pp | 78.7%-50.3pp | 57.9%-29.5pp |
| Annual return | 10.82% | 33.93%-23.1pp | 89.72%-78.9pp | 49.38%-38.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,086 | $1,815-40.1% | $5,630-80.7% | $2,729-60.2% |
| Admin fee / account holder | $9 | $931-99.1% | $16,006-99.9% | $1,145-99.2% |