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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $3,381 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,007 | $61,172-37.9% | $185,851-79.5% | $79,389-52.1% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 12.59% | 19.45%-6.9pp | 122.11%-109.5pp | 116.89%-104.3pp |
| Employer contribution / active EE | $2,347 | $2,321+1.1% | $5,168-54.6% | $2,428-3.3% |
| Participant deferral / active EE | $2,635 | $2,788-5.5% | $5,569-52.7% | $4,046-34.9% |
| Admin fee / account holder | $13 | $710-98.2% | $16,245-99.9% | $626-98.0% |