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... | $6,719 |
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 | $32,729 | $56,540-42.1% | $185,851-82.4% | $86,821-62.3% |
| Participation rate | 63.7% | 65.5%-1.9pp | 81.7%-18.1pp | 72.3%-8.6pp |
| Annual return | 21.37% | 118.20%-96.8pp | 122.11%-100.7pp | 97.94%-76.6pp |
| Employer contribution / active EE | $666 | $1,844-63.9% | $5,168-87.1% | $2,406-72.3% |
| Participant deferral / active EE | $1,924 | $2,555-24.7% | $5,569-65.4% | $4,132-53.4% |
| Admin fee / account holder | $10 | $150-93.1% | $16,245-99.9% | $170-93.9% |