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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 | $36,904-83.7% | $158,223-96.2% | $65,191-90.8% |
| Participation rate | 90.9% | 62.1%+28.8pp | 79.2%+11.7pp | 63.0%+27.9pp |
| Annual return | 21.61% | 24.43%-2.8pp | 52.09%-30.5pp | 51.24%-29.6pp |
| Employer contribution / active EE | $658 | $1,489-55.8% | $4,109-84.0% | $2,400-72.6% |
| Participant deferral / active EE | $744 | $1,936-61.6% | $5,467-86.4% | $2,671-72.2% |
| Admin fee / account holder | $5 | $793-99.4% | $16,047-100.0% | $907-99.5% |