Filed December 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $35,844 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,526 | $53,136-80.2% | $155,509-93.2% | $199,593-94.7% |
| Participation rate | 58.8% | 64.1%-5.3pp | 78.2%-19.4pp | 72.0%-13.2pp |
| Annual return | 14.46% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $326 | $1,851-82.4% | $4,672-93.0% | $3,034-89.3% |
| Participant deferral / active EE | $696 | $3,161-78.0% | $5,626-87.6% | $5,087-86.3% |
| Admin fee / account holder | $13 | $185-93.0% | $15,912-99.9% | $269-95.2% |