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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,559 |
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 | $24,485 | $50,812-51.8% | $155,602-84.3% | $77,692-68.5% |
| Participation rate | 46.5% | 63.1%-16.6pp | 78.2%-31.7pp | 70.6%-24.1pp |
| Annual return | 21.31% | 34.85%-13.5pp | 64.81%-43.5pp | 31.25%-9.9pp |
| Employer contribution / active EE | $922 | $1,989-53.7% | $4,675-80.3% | $2,726-66.2% |
| Participant deferral / active EE | $1,495 | $2,822-47.0% | $5,629-73.4% | $4,648-67.8% |
| Admin fee / account holder | $5 | $436-98.8% | $15,923-100.0% | $431-98.8% |