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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,058 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,737 | $69,708-33.0% | $67,560-30.8% | $74,478-37.2% |
| Participation rate | 87.7% | 71.4%+16.3pp | 72.9%+14.8pp | 67.2%+20.5pp |
| Annual return | 17.53% | -40.67%+58.2pp | 3533.50%-3516.0pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $1,295 | $2,715-52.3% | $2,737-52.7% | $2,626-50.7% |
| Participant deferral / active EE | $2,303 | $3,637-36.7% | $4,004-42.5% | $4,350-47.1% |
| Admin fee / account holder | $13 | $887-98.5% | $3,994-99.7% | $1,946-99.3% |