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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $596 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,738 | $61,391-40.2% | $149,723-75.5% | $71,529-48.6% |
| Participation rate | 80.1% | 62.5%+17.6pp | 78.8%+1.3pp | 67.9%+12.2pp |
| Annual return | 17.41% | 35.88%-18.5pp | 134.50%-117.1pp | 28.97%-11.6pp |
| Employer contribution / active EE | $1,763 | $2,384-26.0% | $4,821-63.4% | $2,590-31.9% |
| Participant deferral / active EE | $1,101 | $2,921-62.3% | $5,682-80.6% | $4,291-74.3% |
| Admin fee / account holder | $3 | $1,264-99.8% | $13,215-100.0% | $1,588-99.8% |