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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,246 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,158 | $55,446-36.6% | $155,574-77.4% | $74,429-52.8% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 10.10% | 269.20%-259.1pp | 64.87%-54.8pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $2,433 | $2,266+7.4% | $4,676-48.0% | $2,625-7.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,914-99.9% | $1,944-99.5% |