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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $11,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,670 | $50,860-59.4% | $155,574-86.7% | $77,714-73.4% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.1pp | 70.6%+14.8pp |
| Annual return | 14.79% | 34.86%-20.1pp | 64.87%-50.1pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,792 | $1,991-10.0% | $4,676-61.7% | $2,727-34.3% |
| Participant deferral / active EE | $1,840 | $2,825-34.9% | $5,629-67.3% | $4,649-60.4% |
| Admin fee / account holder | $21 | $436-95.1% | $15,914-99.9% | $433-95.1% |