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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,871 | $58,344-31.7% | $98,506-59.5% | $86,821-54.1% |
| Participation rate | 87.7% | 68.4%+19.3pp | 73.3%+14.4pp | 72.3%+15.4pp |
| Annual return | 14.33% | 43.47%-29.1pp | 1494.92%-1480.6pp | 97.94%-83.6pp |
| Employer contribution / active EE | $373 | $2,008-81.4% | $2,961-87.4% | $2,406-84.5% |
| Participant deferral / active EE | $1,873 | $3,156-40.6% | $4,277-56.2% | $4,132-54.7% |
| Admin fee / account holder | $8 | $138-94.0% | $5,955-99.9% | $170-95.2% |