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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $833 |
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 | $29,503 | $65,125-54.7% | $143,797-79.5% | $66,949-55.9% |
| Participation rate | 64.4% | 65.2%-0.8pp | 80.3%-15.9pp | 69.8%-5.4pp |
| Annual return | -13.26% | -11.13%-2.1pp | -0.04%-13.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $1,219 | $2,362-48.4% | $4,952-75.4% | $2,545-52.1% |
| Participant deferral / active EE | $2,086 | $2,920-28.6% | $5,638-63.0% | $4,239-50.8% |
| Admin fee / account holder | $5 | $503-98.9% | $14,679-100.0% | $594-99.1% |