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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,336 | $43,496+15.7% | $161,489-68.8% | $64,340-21.8% |
| Participation rate | 74.2% | 53.5%+20.7pp | 78.7%-4.5pp | 55.2%+19.0pp |
| Annual return | 11.67% | 20.76%-9.1pp | 89.72%-78.0pp | 24.14%-12.5pp |
| Employer contribution / active EE | $2,303 | $1,431+61.0% | $4,268-46.0% | $1,862+23.7% |
| Participant deferral / active EE | $2,001 | $1,996+0.2% | $5,630-64.5% | $2,980-32.9% |
| Admin fee / account holder | $9 | $2,330-99.6% | $16,006-99.9% | $3,703-99.7% |