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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,538 |
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 | $36,477 | $65,960-44.7% | $81,882-55.5% | $77,762-53.1% |
| Participation rate | 28.1% | 65.8%-37.7pp | 72.4%-44.3pp | 70.6%-42.5pp |
| Annual return | 16.31% | 26.64%-10.3pp | 779.47%-763.2pp | 31.27%-15.0pp |
| Employer contribution / active EE | $443 | $2,375-81.3% | $2,916-84.8% | $2,728-83.8% |
| Participant deferral / active EE | $1,186 | $3,505-66.2% | $4,323-72.6% | $4,651-74.5% |
| Admin fee / account holder | $7 | $526-98.7% | $7,360-99.9% | $433-98.4% |