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; Claims p... | $10,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,245 | $42,909-15.5% | $152,093-76.2% | $71,012-49.0% |
| Participation rate | 100.0% | 54.7%+45.3pp | 77.8%+22.2pp | 58.6%+41.4pp |
| Annual return | 17.00% | 30.57%-13.6pp | 66.36%-49.4pp | 37.67%-20.7pp |
| Employer contribution / active EE | $1,620 | $1,369+18.4% | $4,175-61.2% | $2,348-31.0% |
| Participant deferral / active EE | $2,670 | $1,904+40.2% | $5,451-51.0% | $3,246-17.8% |
| Admin fee / account holder | $23 | $1,014-97.7% | $14,497-99.8% | $1,167-98.0% |