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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $3,890 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,603 | $55,446+157.2% | $155,574-8.3% | $74,429+91.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.24% | 269.20%-259.0pp | 64.87%-54.6pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,145 | $2,266-49.5% | $4,676-75.5% | $2,625-56.4% |
| Participant deferral / active EE | $2,755 | $2,836-2.9% | $5,629-51.1% | $4,348-36.6% |
| Admin fee / account holder | $14 | $1,743-99.2% | $15,914-99.9% | $1,944-99.3% |