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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,096 |
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 | $50,953 | $77,920-34.6% | $149,723-66.0% | $75,177-32.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.09% | 31.72%-19.6pp | 134.50%-122.4pp | 160.75%-148.7pp |
| Employer contribution / active EE | $4,582 | $3,138+46.0% | $4,821-5.0% | $2,671+71.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |