Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $7,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,509 | $62,928-65.8% | $172,753-87.5% | $67,582-68.2% |
| Participation rate | 63.0% | 64.5%-1.5pp | 82.6%-19.7pp | 71.3%-8.3pp |
| Annual return | 46.62% | 30.36%+16.3pp | 803.00%-756.4pp | 378.57%-332.0pp |
| Employer contribution / active EE | $558 | $1,636-65.9% | $5,144-89.1% | $2,148-74.0% |
| Participant deferral / active EE | $1,547 | $2,145-27.9% | $5,198-70.2% | $3,539-56.3% |
| Admin fee / account holder | $10 | $167-94.0% | $13,956-99.9% | $142-93.0% |