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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,534 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,878 | $36,904-32.6% | $158,223-84.3% | $65,191-61.8% |
| Participation rate | 33.4% | 62.1%-28.7pp | 79.2%-45.8pp | 63.0%-29.6pp |
| Annual return | 10.86% | 24.43%-13.6pp | 52.09%-41.2pp | 51.24%-40.4pp |
| Employer contribution / active EE | $106 | $1,489-92.9% | $4,109-97.4% | $2,400-95.6% |
| Participant deferral / active EE | $199 | $1,936-89.7% | $5,467-96.4% | $2,671-92.6% |
| Admin fee / account holder | $9 | $793-98.9% | $16,047-99.9% | $907-99.1% |