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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $5,588 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,633 | $61,166-58.1% | $185,849-86.2% | $79,391-67.7% |
| Participation rate | 98.4% | 66.6%+31.7pp | 81.7%+16.7pp | 70.7%+27.7pp |
| Annual return | 16.55% | 19.45%-2.9pp | 122.10%-105.5pp | 116.88%-100.3pp |
| Employer contribution / active EE | $634 | $2,321-72.7% | $5,169-87.7% | $2,428-73.9% |
| Participant deferral / active EE | $2,177 | $2,789-21.9% | $5,569-60.9% | $4,046-46.2% |
| Admin fee / account holder | $7 | $710-99.1% | $16,244-100.0% | $627-98.9% |