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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
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 | $19,212 | $61,338-68.7% | $149,717-87.2% | $71,495-73.1% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 8.52% | 35.86%-27.3pp | 134.41%-125.9pp | 28.85%-20.3pp |
| Employer contribution / active EE | $2,265 | $2,381-4.9% | $4,820-53.0% | $2,589-12.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $3 | $1,263-99.8% | $13,213-100.0% | $1,588-99.8% |