Filed May 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $7,896 |
Participant contribution per participant 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 | $13,036 | $43,236-69.8% | $82,744-84.2% | $77,906-83.3% |
| Participation rate | 72.5% | 64.2%+8.3pp | 72.6%0pp | 73.7%-1.2pp |
| Annual return | -7.39% | 2.40%-9.8pp | 702.22%-709.6pp | 12.16%-19.6pp |
| Employer contribution / active EE | $1,437 | $1,924-25.3% | $3,008-52.2% | $2,846-49.5% |
| Participant deferral / active EE | $374 | $3,069-87.8% | $4,395-91.5% | $4,805-92.2% |
| Admin fee / account holder | $7 | $102-92.7% | $5,325-99.9% | $133-94.4% |