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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,860 |
Participant contribution per participant 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 | $64,028 | $81,276-21.2% | $155,574-58.8% | $80,925-20.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.7%+31.3pp |
| Annual return | 11.38% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $4,258 | $3,103+37.2% | $4,676-8.9% | $2,756+54.5% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13 | $7,993-99.8% | $15,914-99.9% | $6,940-99.8% |