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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,960 |
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 | $22,871 | $52,960-56.8% | $86,656-73.6% | $80,169-71.5% |
| Participation rate | 65.4% | 62.4%+3.0pp | 71.7%-6.3pp | 72.9%-7.6pp |
| Annual return | 18.38% | 24.84%-6.5pp | 593.09%-574.7pp | 40.39%-22.0pp |
| Employer contribution / active EE | $1,085 | $2,138-49.3% | $3,025-64.2% | $2,978-63.6% |
| Participant deferral / active EE | $1,715 | $3,226-46.9% | $4,439-61.4% | $5,016-65.8% |
| Admin fee / account holder | $2 | $113-98.2% | $5,619-100.0% | $145-98.6% |