Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $19,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,820 | $95,776+98.2% | $162,185+17.0% | $77,775+144.1% |
| Participation rate | 99.1% | 88.6%+10.4pp | 87.6%+11.5pp | 73.2%+25.9pp |
| Annual return | 21.38% | 37.03%-15.7pp | 115.61%-94.2pp | 32.58%-11.2pp |
| Employer contribution / active EE | $2,974 | $3,874-23.2% | $5,613-47.0% | $2,504+18.8% |
| Participant deferral / active EE | $9,411 | $6,125+53.6% | $7,297+29.0% | $3,966+137.3% |
| Admin fee / account holder | $0 | $88-100.0% | $10,844-100.0% | $100-100.0% |