Filed February 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,201 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,816 | $55,437-8.3% | $155,534-67.3% | $74,459-31.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.21% | 269.58%-252.4pp | 64.92%-47.7pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $2,699 | $2,266+19.1% | $4,675-42.3% | $2,626+2.8% |
| Participant deferral / active EE | $4,404 | $2,837+55.2% | $5,630-21.8% | $4,350+1.3% |
| Admin fee / account holder | $7 | $1,742-99.6% | $15,900-100.0% | $1,945-99.6% |