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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,526 |
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 | $55,674 | $61,166-9.0% | $185,849-70.0% | $79,391-29.9% |
| Participation rate | 68.8% | 66.6%+2.1pp | 81.7%-13.0pp | 70.7%-2.0pp |
| Annual return | 14.98% | 19.45%-4.5pp | 122.10%-107.1pp | 116.88%-101.9pp |
| Employer contribution / active EE | $833 | $2,321-64.1% | $5,169-83.9% | $2,428-65.7% |
| Participant deferral / active EE | $1,818 | $2,789-34.8% | $5,569-67.3% | $4,046-55.1% |
| Admin fee / account holder | $123 | $710-82.7% | $16,244-99.2% | $627-80.4% |