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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,533 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,108 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 98.9% | 66.4%+32.5pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 11.49% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,529 | $2,614-41.5% | $4,154-63.2% | $2,551-40.1% |
| Participant deferral / active EE | $2,345 | $3,214-27.0% | $5,453-57.0% | $4,139-43.3% |
| Admin fee / account holder | $9 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |