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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $23,319 |
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 | $31,789 | $53,254-40.3% | $155,574-79.6% | $199,921-84.1% |
| Participation rate | 67.1% | 64.1%+3.0pp | 78.2%-11.1pp | 72.0%-4.9pp |
| Annual return | 16.14% | 41.18%-25.0pp | 64.87%-48.7pp | 34.28%-18.1pp |
| Employer contribution / active EE | $2,019 | $1,848+9.3% | $4,676-56.8% | $3,035-33.5% |
| Participant deferral / active EE | $1,109 | $3,165-65.0% | $5,629-80.3% | $5,089-78.2% |
| Admin fee / account holder | $12 | $186-93.6% | $15,914-99.9% | $269-95.6% |