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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $45,451 | $65,434-30.5% | $98,483-53.8% | $85,847-47.1% |
| Participation rate | 63.5% | 65.0%-1.5pp | 73.3%-9.8pp | 69.3%-5.8pp |
| Annual return | 25.34% | 21.75%+3.6pp | 1494.38%-1469.0pp | 318.61%-293.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,594 | $3,168+45.0% | $4,276+7.4% | $3,952+16.2% |
| Admin fee / account holder | $3 | $4,595-99.9% | $5,953-99.9% | $6,261-99.9% |