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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,618 | $73,848-82.9% | $143,799-91.2% | $68,486-81.6% |
| Participation rate | 63.9% | 66.7%-2.7pp | 80.3%-16.4pp | 67.9%-4.0pp |
| Annual return | -7.98% | 0.91%-8.9pp | -0.04%-7.9pp | -7.85%-0.1pp |
| Employer contribution / active EE | $1,435 | $3,184-54.9% | $4,952-71.0% | $2,597-44.7% |
| Participant deferral / active EE | $884 | $3,385-73.9% | $5,638-84.3% | $4,028-78.1% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |