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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $3,261 |
Employer 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 | $27,779 | $61,172-54.6% | $185,851-85.1% | $79,389-65.0% |
| Participation rate | 99.0% | 66.6%+32.4pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 12.18% | 19.45%-7.3pp | 122.11%-109.9pp | 116.89%-104.7pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,627 | $2,788-5.8% | $5,569-52.8% | $4,046-35.1% |
| Admin fee / account holder | $8 | $710-98.9% | $16,245-100.0% | $626-98.8% |