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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,837 |
Participant contribution per participant 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 | $26,303 | $56,540-53.5% | $185,851-85.8% | $86,821-69.7% |
| Participation rate | 84.2% | 65.5%+18.7pp | 81.7%+2.5pp | 72.3%+11.9pp |
| Annual return | 15.01% | 118.20%-103.2pp | 122.11%-107.1pp | 97.94%-82.9pp |
| Employer contribution / active EE | $978 | $1,844-47.0% | $5,168-81.1% | $2,406-59.4% |
| Participant deferral / active EE | $707 | $2,555-72.3% | $5,569-87.3% | $4,132-82.9% |
| Admin fee / account holder | $8 | $150-94.6% | $16,245-100.0% | $170-95.2% |