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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,172 | $56,317-58.9% | $71,209-67.5% | $74,304-68.8% |
| Participation rate | 63.3% | 55.1%+8.2pp | 73.8%-10.4pp | 60.3%+3.0pp |
| Annual return | 10.43% | 42.83%-32.4pp | 282.51%-272.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $989 | $2,160-54.2% | $2,721-63.6% | $2,241-55.9% |
| Participant deferral / active EE | $978 | $2,788-64.9% | $4,175-76.6% | $3,767-74.1% |
| Admin fee / account holder | $31 | $2,290-98.6% | $5,349-99.4% | $2,969-99.0% |