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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,922 | $47,180-34.5% | $149,723-79.3% | $74,473-58.5% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.5pp | 70.7%+25.6pp |
| Annual return | 20.27% | 22.75%-2.5pp | 134.50%-114.2pp | 34.36%-14.1pp |
| Employer contribution / active EE | $3,516 | $1,907+84.3% | $4,821-27.1% | $2,638+33.2% |
| Participant deferral / active EE | $4,018 | $2,730+47.1% | $5,682-29.3% | $4,530-11.3% |
| Admin fee / account holder | $5 | $343-98.6% | $13,215-100.0% | $347-98.6% |