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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,172 | $45,266-48.8% | $103,693-77.7% | $65,306-64.5% |
| Participation rate | 63.3% | 53.3%+10.0pp | 72.6%-9.3pp | 57.7%+5.6pp |
| Annual return | 10.43% | 25.10%-14.7pp | 47.61%-37.2pp | 21.94%-11.5pp |
| Employer contribution / active EE | $989 | $1,765-44.0% | $2,920-66.1% | $1,967-49.7% |
| Participant deferral / active EE | $978 | $2,099-53.4% | $4,579-78.7% | $2,959-67.0% |
| Admin fee / account holder | $31 | $3,221-99.0% | $7,858-99.6% | $3,480-99.1% |