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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,370 | $61,166-11.1% | $185,849-70.7% | $79,391-31.5% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 12.80% | 19.45%-6.6pp | 122.10%-109.3pp | 116.88%-104.1pp |
| Employer contribution / active EE | $2,935 | $2,321+26.5% | $5,169-43.2% | $2,428+20.9% |
| Participant deferral / active EE | $2,520 | $2,789-9.6% | $5,569-54.7% | $4,046-37.7% |
| Admin fee / account holder | $4 | $710-99.5% | $16,244-100.0% | $627-99.4% |