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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $278 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,261 | $65,092-79.6% | $143,799-90.8% | $66,938-80.2% |
| Participation rate | 61.9% | 65.2%-3.3pp | 80.3%-18.4pp | 69.8%-7.9pp |
| Annual return | -14.31% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $796 | $2,362-66.3% | $4,952-83.9% | $2,545-68.7% |
| Participant deferral / active EE | $796 | $2,920-72.7% | $5,638-85.9% | $4,238-81.2% |
| Admin fee / account holder | $7 | $502-98.7% | $14,677-100.0% | $594-98.9% |