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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $82 |
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 | $27,509 | $45,031-38.9% | $85,009-67.6% | $77,671-64.6% |
| Participation rate | 52.0% | 48.7%+3.3pp | 67.5%-15.5pp | 70.6%-18.6pp |
| Annual return | 18.44% | 79.22%-60.8pp | 66.47%-48.0pp | 31.21%-12.8pp |
| Employer contribution / active EE | $394 | $1,609-75.5% | $2,728-85.6% | $2,726-85.6% |
| Participant deferral / active EE | $915 | $2,807-67.4% | $4,522-79.8% | $4,648-80.3% |
| Admin fee / account holder | $17 | $912-98.2% | $6,153-99.7% | $430-96.1% |