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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,540 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,886 | $45,266-60.5% | $103,693-82.8% | $65,306-72.6% |
| Participation rate | 93.1% | 53.3%+39.8pp | 72.6%+20.5pp | 57.7%+35.4pp |
| Annual return | 10.00% | 25.10%-15.1pp | 47.61%-37.6pp | 21.94%-11.9pp |
| Employer contribution / active EE | $457 | $1,765-74.1% | $2,920-84.3% | $1,967-76.8% |
| Participant deferral / active EE | $1,469 | $2,099-30.0% | $4,579-67.9% | $2,959-50.3% |
| Admin fee / account holder | $7 | $3,221-99.8% | $7,858-99.9% | $3,480-99.8% |