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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,406 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,868 | $45,119+116.9% | $85,126+15.0% | $74,429+31.5% |
| Participation rate | 83.3% | 49.4%+34.0pp | 67.5%+15.8pp | 67.2%+16.1pp |
| Annual return | 18.69% | 26.28%-7.6pp | 66.63%-47.9pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $2,406 | $1,460+64.8% | $2,731-11.9% | $2,625-8.3% |
| Participant deferral / active EE | $5,837 | $2,738+113.2% | $4,523+29.0% | $4,348+34.2% |
| Admin fee / account holder | $7 | $2,214-99.7% | $6,160-99.9% | $1,944-99.7% |