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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,552 | $38,165-17.3% | $189,758-83.4% | $69,255-54.4% |
| Participation rate | 95.6% | 66.7%+28.9pp | 79.8%+15.8pp | 69.0%+26.5pp |
| Annual return | 10.77% | 14.65%-3.9pp | 52.62%-41.8pp | 26.73%-16.0pp |
| Employer contribution / active EE | $854 | $1,589-46.2% | $4,767-82.1% | $2,645-67.7% |
| Participant deferral / active EE | $3,763 | $2,073+81.5% | $5,856-35.7% | $2,890+30.2% |
| Admin fee / account holder | $8 | $714-98.9% | $20,388-100.0% | $733-99.0% |