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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,357 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,980 | $64,138-37.7% | $112,244-64.4% | $66,923-40.3% |
| Participation rate | 93.2% | 68.5%+24.8pp | 75.1%+18.2pp | 69.8%+23.4pp |
| Annual return | -12.71% | -13.81%+1.1pp | 27.46%-40.2pp | 1.58%-14.3pp |
| Employer contribution / active EE | $935 | $3,006-68.9% | $3,635-74.3% | $2,545-63.3% |
| Participant deferral / active EE | $3,288 | $3,694-11.0% | $4,728-30.5% | $4,237-22.4% |
| Admin fee / account holder | $5 | $625-99.3% | $6,411-99.9% | $593-99.2% |