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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,894 |
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 | $20,456 | $43,496-53.0% | $161,489-87.3% | $64,340-68.2% |
| Participation rate | 98.2% | 53.5%+44.7pp | 78.7%+19.5pp | 55.2%+43.0pp |
| Annual return | 7.91% | 20.76%-12.9pp | 89.72%-81.8pp | 24.14%-16.2pp |
| Employer contribution / active EE | $2,311 | $1,431+61.5% | $4,268-45.9% | $1,862+24.1% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $14 | $2,330-99.4% | $16,006-99.9% | $3,703-99.6% |