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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4,876 |
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 | $18,275 | $36,904-50.5% | $158,223-88.5% | $65,191-72.0% |
| Participation rate | 71.7% | 62.1%+9.6pp | 79.2%-7.5pp | 63.0%+8.7pp |
| Annual return | 10.34% | 24.43%-14.1pp | 52.09%-41.7pp | 51.24%-40.9pp |
| Employer contribution / active EE | $1,679 | $1,489+12.7% | $4,109-59.1% | $2,400-30.1% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $9 | $793-98.9% | $16,047-99.9% | $907-99.0% |