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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $9,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,732 | $65,960-59.5% | $81,882-67.4% | $77,762-65.6% |
| Participation rate | 74.3% | 65.8%+8.5pp | 72.4%+1.9pp | 70.6%+3.7pp |
| Annual return | 11.84% | 26.64%-14.8pp | 779.47%-767.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $2,196 | $2,375-7.6% | $2,916-24.7% | $2,728-19.5% |
| Participant deferral / active EE | $1,933 | $3,505-44.8% | $4,323-55.3% | $4,651-58.4% |
| Admin fee / account holder | $18 | $526-96.6% | $7,360-99.8% | $433-95.9% |