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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,012 | $43,496+61.0% | $161,489-56.6% | $64,340+8.8% |
| Participation rate | 96.0% | 53.5%+42.5pp | 78.7%+17.3pp | 55.2%+40.8pp |
| Annual return | 11.56% | 20.76%-9.2pp | 89.72%-78.2pp | 24.14%-12.6pp |
| Employer contribution / active EE | $1,090 | $1,431-23.8% | $4,268-74.5% | $1,862-41.5% |
| Participant deferral / active EE | $2,165 | $1,996+8.5% | $5,630-61.5% | $2,980-27.4% |
| Admin fee / account holder | $14 | $2,330-99.4% | $16,006-99.9% | $3,703-99.6% |