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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $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 | $36,002+29.4% | $161,489-71.1% | $64,728-28.0% |
| Participation rate | 28.4% | 57.4%-29.1pp | 78.7%-50.3pp | 57.9%-29.5pp |
| Annual return | 11.94% | 33.93%-22.0pp | 89.72%-77.8pp | 49.38%-37.4pp |
| Employer contribution / active EE | $500 | $1,380-63.7% | $4,268-88.3% | $2,243-77.7% |
| Participant deferral / active EE | $1,106 | $1,815-39.1% | $5,630-80.4% | $2,729-59.5% |
| Admin fee / account holder | $10 | $931-98.9% | $16,006-99.9% | $1,145-99.1% |