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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,120 | $61,391+68.0% | $149,723-31.1% | $71,529+44.2% |
| Participation rate | 51.5% | 62.5%-11.0pp | 78.8%-27.2pp | 67.9%-16.4pp |
| Annual return | 18.63% | 35.88%-17.2pp | 134.50%-115.9pp | 28.97%-10.3pp |
| Employer contribution / active EE | $1,689 | $2,384-29.1% | $4,821-65.0% | $2,590-34.8% |
| Participant deferral / active EE | $2,407 | $2,921-17.6% | $5,682-57.6% | $4,291-43.9% |
| Admin fee / account holder | $7 | $1,264-99.5% | $13,215-99.9% | $1,588-99.6% |