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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims 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 | $47,105-50.8% | $68,368-66.1% | $67,986-65.9% |
| Participation rate | 63.3% | 51.8%+11.5pp | 73.8%-10.4pp | 57.2%+6.1pp |
| Annual return | 10.43% | 48.37%-37.9pp | 292.57%-282.1pp | 31.67%-21.2pp |
| Employer contribution / active EE | $989 | $1,859-46.8% | $2,649-62.6% | $2,019-51.0% |
| Participant deferral / active EE | $978 | $2,374-58.8% | $4,123-76.3% | $3,358-70.9% |
| Admin fee / account holder | $31 | $2,435-98.7% | $5,150-99.4% | $3,203-99.0% |