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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $49 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,885 | $65,092-28.0% | $143,799-67.4% | $66,938-30.0% |
| Participation rate | 21.2% | 65.2%-44.1pp | 80.3%-59.2pp | 69.8%-48.7pp |
| Annual return | -5.35% | -11.14%+5.8pp | -0.04%-5.3pp | 1.58%-6.9pp |
| Employer contribution / active EE | $1,110 | $2,362-53.0% | $4,952-77.6% | $2,545-56.4% |
| Participant deferral / active EE | $351 | $2,920-88.0% | $5,638-93.8% | $4,238-91.7% |
| Admin fee / account holder | $10 | $502-97.9% | $14,677-99.9% | $594-98.2% |