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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,094 | $50,860-33.0% | $155,574-78.1% | $77,714-56.1% |
| Participation rate | 81.1% | 63.1%+18.0pp | 78.2%+2.9pp | 70.6%+10.6pp |
| Annual return | 32.40% | 34.86%-2.5pp | 64.87%-32.5pp | 31.26%+1.1pp |
| Employer contribution / active EE | $1,832 | $1,991-8.0% | $4,676-60.8% | $2,727-32.8% |
| Participant deferral / active EE | $6,154 | $2,825+117.9% | $5,629+9.3% | $4,649+32.4% |
| Admin fee / account holder | $9 | $436-97.9% | $15,914-99.9% | $433-97.9% |