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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $5,497 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,171 | $56,540-73.2% | $185,849-91.8% | $86,821-82.5% |
| Participation rate | 91.4% | 65.5%+25.9pp | 81.7%+9.7pp | 72.3%+19.2pp |
| Annual return | 18.46% | 118.20%-99.7pp | 122.10%-103.6pp | 97.94%-79.5pp |
| Employer contribution / active EE | $649 | $1,844-64.8% | $5,169-87.4% | $2,406-73.0% |
| Participant deferral / active EE | $1,406 | $2,555-45.0% | $5,569-74.8% | $4,132-66.0% |
| Admin fee / account holder | $7 | $150-95.3% | $16,244-100.0% | $170-95.8% |