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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,892 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,433 | $81,276+7.6% | $155,574-43.8% | $80,925+8.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.09% | 33.36%-26.3pp | 64.87%-57.8pp | 35.65%-28.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $376 | $3,453-89.1% | $5,629-93.3% | $4,299-91.2% |
| Admin fee / account holder | $12 | $7,993-99.9% | $15,914-99.9% | $6,940-99.8% |