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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,726 | $55,423-22.9% | $155,602-72.5% | $74,400-42.6% |
| Participation rate | 82.7% | 61.9%+20.8pp | 78.2%+4.5pp | 67.2%+15.5pp |
| Annual return | 23.38% | 269.07%-245.7pp | 64.81%-41.4pp | 1367.51%-1344.1pp |
| Employer contribution / active EE | $1,636 | $2,266-27.8% | $4,675-65.0% | $2,624-37.7% |
| Participant deferral / active EE | $2,186 | $2,835-22.9% | $5,629-61.2% | $4,348-49.7% |
| Admin fee / account holder | $14 | $1,744-99.2% | $15,923-99.9% | $1,944-99.3% |