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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,396 | $61,166-9.4% | $185,849-70.2% | $79,391-30.2% |
| Participation rate | 86.9% | 66.6%+20.3pp | 81.7%+5.2pp | 70.7%+16.2pp |
| Annual return | 12.72% | 19.45%-6.7pp | 122.10%-109.4pp | 116.88%-104.2pp |
| Employer contribution / active EE | $2,011 | $2,321-13.3% | $5,169-61.1% | $2,428-17.2% |
| Participant deferral / active EE | $1,502 | $2,789-46.2% | $5,569-73.0% | $4,046-62.9% |
| Admin fee / account holder | $5 | $710-99.3% | $16,244-100.0% | $627-99.2% |