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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,398 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,350 | $63,768-47.7% | $98,483-66.1% | $79,391-58.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 14.77% | 626.18%-611.4pp | 1494.38%-1479.6pp | 116.88%-102.1pp |
| Employer contribution / active EE | $979 | $2,558-61.7% | $2,961-66.9% | $2,428-59.7% |
| Participant deferral / active EE | $2,324 | $3,305-29.7% | $4,276-45.7% | $4,046-42.6% |
| Admin fee / account holder | $13 | $516-97.6% | $5,953-99.8% | $627-98.0% |