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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $5,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $11,231 | $50,151-77.6% | $149,696-92.5% | $80,157-86.0% |
| Participation rate | 69.3% | 64.3%+5.0pp | 78.8%-9.5pp | 72.9%-3.7pp |
| Annual return | 15.02% | 29.80%-14.8pp | 134.46%-119.4pp | 40.39%-25.4pp |
| Employer contribution / active EE | $713 | $1,867-61.8% | $4,821-85.2% | $2,977-76.1% |
| Participant deferral / active EE | $788 | $3,194-75.3% | $5,682-86.1% | $5,015-84.3% |
| Admin fee / account holder | $7 | $153-95.4% | $13,212-99.9% | $145-95.2% |