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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $7,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,738 | $56,540-79.2% | $185,851-93.7% | $86,821-86.5% |
| Participation rate | 84.5% | 65.5%+19.0pp | 81.7%+2.8pp | 72.3%+12.2pp |
| Annual return | 6.35% | 118.20%-111.8pp | 122.11%-115.8pp | 97.94%-91.6pp |
| Employer contribution / active EE | $1,559 | $1,844-15.5% | $5,168-69.8% | $2,406-35.2% |
| Participant deferral / active EE | $1,243 | $2,555-51.3% | $5,569-77.7% | $4,132-69.9% |
| Admin fee / account holder | $13 | $150-91.5% | $16,245-99.9% | $170-92.5% |