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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,238 |
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 | $28,815 | $65,092-55.7% | $143,799-80.0% | $66,938-57.0% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.4pp | 69.8%-14.9pp |
| Annual return | -15.30% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $455 | $2,362-80.7% | $4,952-90.8% | $2,545-82.1% |
| Participant deferral / active EE | $2,138 | $2,920-26.8% | $5,638-62.1% | $4,238-49.6% |
| Admin fee / account holder | $7 | $502-98.7% | $14,677-100.0% | $594-98.9% |