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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,573 | $73,638-72.1% | $95,964-78.6% | $73,497-72.0% |
| Participation rate | 66.2% | 76.2%-10.0pp | 77.1%-10.9pp | 70.7%-4.5pp |
| Annual return | 15.33% | 16.78%-1.5pp | 91.64%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $820 | $1,863-56.0% | $2,541-67.7% | $2,270-63.9% |
| Participant deferral / active EE | $1,357 | $3,617-62.5% | $4,167-67.4% | $3,740-63.7% |
| Admin fee / account holder | $13 | $482-97.3% | $6,797-99.8% | $513-97.4% |