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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Redemption fees; Participant loan pro... | $235,602 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,448 | $53,199-42.8% | $155,567-80.4% | $199,768-84.8% |
| Participation rate | 85.8% | 64.1%+21.6pp | 78.2%+7.6pp | 72.0%+13.7pp |
| Annual return | 13.64% | 41.17%-27.5pp | 64.74%-51.1pp | 34.26%-20.6pp |
| Employer contribution / active EE | $2,042 | $1,852+10.2% | $4,674-56.3% | $3,037-32.8% |
| Participant deferral / active EE | $2,404 | $3,163-24.0% | $5,628-57.3% | $5,090-52.8% |
| Admin fee / account holder | $266 | $186+43.5% | $15,916-98.3% | $269-1.0% |