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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,736 | $66,124-56.5% | $90,461-68.2% | $73,497-60.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 14.34% | 17.65%-3.3pp | 1294.76%-1280.4pp | 28.51%-14.2pp |
| Employer contribution / active EE | $951 | $2,346-59.5% | $3,264-70.9% | $2,270-58.1% |
| Participant deferral / active EE | $2,019 | $3,039-33.6% | $3,964-49.1% | $3,740-46.0% |
| Admin fee / account holder | $7 | $396-98.1% | $5,617-99.9% | $513-98.6% |