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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,343 |
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 | $18,862 | $61,356-69.3% | $149,696-87.4% | $71,511-73.6% |
| Participation rate | 66.0% | 62.5%+3.4pp | 78.8%-12.8pp | 67.9%-2.0pp |
| Annual return | 18.33% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $896 | $2,382-62.4% | $4,821-81.4% | $2,589-65.4% |
| Participant deferral / active EE | $1,002 | $2,920-65.7% | $5,682-82.4% | $4,291-76.6% |
| Admin fee / account holder | $6 | $1,263-99.6% | $13,212-100.0% | $1,588-99.7% |