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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,594 | $38,165+22.1% | $189,758-75.4% | $69,255-32.7% |
| Participation rate | 28.4% | 66.7%-38.3pp | 79.8%-51.4pp | 69.0%-40.7pp |
| Annual return | 11.94% | 14.65%-2.7pp | 52.62%-40.7pp | 26.73%-14.8pp |
| Employer contribution / active EE | $500 | $1,589-68.5% | $4,767-89.5% | $2,645-81.1% |
| Participant deferral / active EE | $1,106 | $2,073-46.7% | $5,856-81.1% | $2,890-61.8% |
| Admin fee / account holder | $10 | $714-98.6% | $20,388-100.0% | $733-98.6% |