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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,160 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,309 | $56,511-53.4% | $185,837-85.8% | $86,813-69.7% |
| Participation rate | 58.6% | 65.5%-6.9pp | 81.7%-23.1pp | 72.3%-13.7pp |
| Annual return | 66.11% | 118.12%-52.0pp | 122.08%-56.0pp | 97.93%-31.8pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,230 | $2,554-51.8% | $5,568-77.9% | $4,131-70.2% |
| Admin fee / account holder | $9 | $150-93.7% | $16,241-99.9% | $170-94.5% |