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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $4,988 |
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 | $8,890 | $46,332-80.8% | $143,799-93.8% | $64,819-86.3% |
| Participation rate | 64.3% | 64.2%0pp | 80.3%-16.0pp | 71.5%-7.2pp |
| Annual return | -13.16% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $705 | $1,911-63.1% | $4,952-85.8% | $2,507-71.9% |
| Participant deferral / active EE | $757 | $2,647-71.4% | $5,638-86.6% | $4,311-82.4% |
| Admin fee / account holder | $6 | $154-96.3% | $14,677-100.0% | $188-97.0% |