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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,878 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,979 | $61,391-88.6% | $149,723-95.3% | $71,529-90.2% |
| Participation rate | 88.1% | 62.5%+25.6pp | 78.8%+9.3pp | 67.9%+20.2pp |
| Annual return | 16.19% | 35.88%-19.7pp | 134.50%-118.3pp | 28.97%-12.8pp |
| Employer contribution / active EE | $1,079 | $2,384-54.7% | $4,821-77.6% | $2,590-58.3% |
| Participant deferral / active EE | $1,034 | $2,921-64.6% | $5,682-81.8% | $4,291-75.9% |
| Admin fee / account holder | $8 | $1,264-99.3% | $13,215-99.9% | $1,588-99.5% |