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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,293 |
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 | $6,343 | $61,391-89.7% | $149,723-95.8% | $71,529-91.1% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.3pp | 67.9%-1.4pp |
| Annual return | 28.42% | 35.88%-7.5pp | 134.50%-106.1pp | 28.97%-0.6pp |
| Employer contribution / active EE | $576 | $2,384-75.9% | $4,821-88.1% | $2,590-77.8% |
| Participant deferral / active EE | $661 | $2,921-77.4% | $5,682-88.4% | $4,291-84.6% |
| Admin fee / account holder | $5 | $1,264-99.6% | $13,215-100.0% | $1,588-99.7% |