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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,634 |
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 | $5,999 | $36,002-83.3% | $161,489-96.3% | $64,728-90.7% |
| Participation rate | 90.9% | 57.4%+33.4pp | 78.7%+12.2pp | 57.9%+33.0pp |
| Annual return | 21.61% | 33.93%-12.3pp | 89.72%-68.1pp | 49.38%-27.8pp |
| Employer contribution / active EE | $658 | $1,380-52.3% | $4,268-84.6% | $2,243-70.7% |
| Participant deferral / active EE | $744 | $1,815-59.0% | $5,630-86.8% | $2,729-72.8% |
| Admin fee / account holder | $5 | $931-99.5% | $16,006-100.0% | $1,145-99.6% |