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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,274 |
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 | $24,613 | $65,960-62.7% | $81,882-69.9% | $77,762-68.3% |
| Participation rate | 44.6% | 65.8%-21.2pp | 72.4%-27.8pp | 70.6%-26.0pp |
| Annual return | 12.74% | 26.64%-13.9pp | 779.47%-766.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,628 | $3,505-53.5% | $4,323-62.3% | $4,651-65.0% |
| Admin fee / account holder | $4 | $526-99.2% | $7,360-99.9% | $433-99.0% |