Filed March 31, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,768 | $46,332-44.4% | $143,799-82.1% | $64,819-60.2% |
| Participation rate | 87.1% | 64.2%+22.8pp | 80.3%+6.8pp | 71.5%+15.6pp |
| Annual return | -13.07% | -10.05%-3.0pp | -0.04%-13.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $733 | $1,911-61.7% | $4,952-85.2% | $2,507-70.8% |
| Participant deferral / active EE | $1,541 | $2,647-41.8% | $5,638-72.7% | $4,311-64.3% |
| Admin fee / account holder | $12 | $154-92.4% | $14,677-99.9% | $188-93.8% |