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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,545 | $52,188-45.3% | $86,656-67.1% | $74,473-61.7% |
| Participation rate | 31.3% | 66.3%-35.1pp | 71.7%-40.5pp | 70.7%-39.5pp |
| Annual return | 20.18% | 44.46%-24.3pp | 593.09%-572.9pp | 34.36%-14.2pp |
| Employer contribution / active EE | $387 | $2,282-83.0% | $3,025-87.2% | $2,638-85.3% |
| Participant deferral / active EE | $1,070 | $3,383-68.4% | $4,439-75.9% | $4,530-76.4% |
| Admin fee / account holder | $3 | $319-99.2% | $5,619-100.0% | $347-99.3% |