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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,190 | $55,423-70.8% | $155,602-89.6% | $74,400-78.2% |
| Participation rate | 81.9% | 61.9%+20.0pp | 78.2%+3.7pp | 67.2%+14.7pp |
| Annual return | 17.38% | 269.07%-251.7pp | 64.81%-47.4pp | 1367.51%-1350.1pp |
| Employer contribution / active EE | $709 | $2,266-68.7% | $4,675-84.8% | $2,624-73.0% |
| Participant deferral / active EE | $1,678 | $2,835-40.8% | $5,629-70.2% | $4,348-61.4% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,923-99.9% | $1,944-99.6% |