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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,108 | $61,166-50.8% | $185,849-83.8% | $79,391-62.1% |
| Participation rate | 54.5% | 66.6%-12.1pp | 81.7%-27.2pp | 70.7%-16.2pp |
| Annual return | 22.80% | 19.45%+3.4pp | 122.10%-99.3pp | 116.88%-94.1pp |
| Employer contribution / active EE | $527 | $2,321-77.3% | $5,169-89.8% | $2,428-78.3% |
| Participant deferral / active EE | $1,789 | $2,789-35.9% | $5,569-67.9% | $4,046-55.8% |
| Admin fee / account holder | $13 | $710-98.2% | $16,244-99.9% | $627-98.0% |