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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,103 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $64,942 | $61,391+5.8% | $149,723-56.6% | $71,529-9.2% |
| Participation rate | 77.3% | 62.5%+14.8pp | 78.8%-1.5pp | 67.9%+9.3pp |
| Annual return | 12.75% | 35.88%-23.1pp | 134.50%-121.7pp | 28.97%-16.2pp |
| Employer contribution / active EE | $2,513 | $2,384+5.4% | $4,821-47.9% | $2,590-3.0% |
| Participant deferral / active EE | $515 | $2,921-82.4% | $5,682-90.9% | $4,291-88.0% |
| Admin fee / account holder | $9 | $1,264-99.3% | $13,215-99.9% | $1,588-99.4% |