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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,083 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,622 | $61,166-63.0% | $185,837-87.8% | $79,393-71.5% |
| Participation rate | 86.4% | 66.6%+19.8pp | 81.7%+4.7pp | 70.7%+15.7pp |
| Annual return | 15.23% | 19.45%-4.2pp | 122.08%-106.9pp | 116.87%-101.6pp |
| Employer contribution / active EE | $548 | $2,321-76.4% | $5,168-89.4% | $2,428-77.4% |
| Participant deferral / active EE | $1,081 | $2,789-61.3% | $5,568-80.6% | $4,046-73.3% |
| Admin fee / account holder | $7 | $710-99.0% | $16,241-100.0% | $627-98.9% |