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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 | $45,343-54.9% | $150,298-86.4% | $67,986-69.9% |
| Participation rate | 98.2% | 51.9%+46.4pp | 77.8%+20.5pp | 57.2%+41.0pp |
| Annual return | 7.91% | 33.28%-25.4pp | 62.79%-54.9pp | 31.67%-23.8pp |
| Employer contribution / active EE | $2,311 | $1,462+58.1% | $4,154-44.4% | $2,019+14.5% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $14 | $2,250-99.4% | $14,116-99.9% | $3,203-99.6% |