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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,470 |
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 | $36,465 | $60,393-39.6% | $81,820-55.4% | $74,429-51.0% |
| Participation rate | 47.8% | 62.9%-15.1pp | 72.4%-24.6pp | 67.2%-19.5pp |
| Annual return | 13.90% | 16.89%-3.0pp | 777.93%-764.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,789 | $3,397-47.3% | $4,323-58.6% | $4,348-58.8% |
| Admin fee / account holder | $6 | $1,491-99.6% | $7,391-99.9% | $1,944-99.7% |