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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,957 |
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 | $42,677 | $45,343-5.9% | $150,298-71.6% | $67,986-37.2% |
| Participation rate | 98.2% | 51.9%+46.4pp | 77.8%+20.5pp | 57.2%+41.0pp |
| Annual return | 11.66% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $2,255 | $1,462+54.3% | $4,154-45.7% | $2,019+11.7% |
| Participant deferral / active EE | $3,186 | $2,055+55.0% | $5,453-41.6% | $3,358-5.1% |
| Admin fee / account holder | $8 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |