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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,495 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,550 | $51,226-89.2% | $82,744-93.3% | $66,938-91.7% |
| Participation rate | 55.8% | 67.9%-12.1pp | 72.6%-16.8pp | 69.8%-14.0pp |
| Annual return | -5.04% | -9.61%+4.6pp | 702.22%-707.3pp | 1.58%-6.6pp |
| Employer contribution / active EE | $2,204 | $2,612-15.6% | $3,008-26.7% | $2,545-13.4% |
| Participant deferral / active EE | $315 | $3,460-90.9% | $4,395-92.8% | $4,238-92.6% |
| Admin fee / account holder | $6 | $416-98.6% | $5,325-99.9% | $594-99.0% |