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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,172 | $45,900-49.5% | $94,057-75.4% | $64,340-64.0% |
| Participation rate | 63.3% | 50.6%+12.7pp | 73.3%-10.0pp | 55.2%+8.1pp |
| Annual return | 10.43% | 50.47%-40.0pp | 480.62%-470.2pp | 24.14%-13.7pp |
| Employer contribution / active EE | $989 | $1,612-38.6% | $2,933-66.3% | $1,862-46.9% |
| Participant deferral / active EE | $978 | $2,102-53.5% | $4,709-79.2% | $2,980-67.2% |
| Admin fee / account holder | $31 | $3,143-99.0% | $7,244-99.6% | $3,703-99.2% |