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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,447 | $56,540-69.1% | $185,849-90.6% | $86,821-79.9% |
| Participation rate | 96.4% | 65.5%+30.8pp | 81.7%+14.7pp | 72.3%+24.1pp |
| Annual return | 10.15% | 118.20%-108.1pp | 122.10%-111.9pp | 97.94%-87.8pp |
| Employer contribution / active EE | $1,304 | $1,844-29.3% | $5,169-74.8% | $2,406-45.8% |
| Participant deferral / active EE | $1,260 | $2,555-50.7% | $5,569-77.4% | $4,132-69.5% |
| Admin fee / account holder | $5 | $150-96.9% | $16,244-100.0% | $170-97.2% |