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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,393 | $61,172-24.2% | $185,851-75.0% | $79,389-41.6% |
| Participation rate | 98.1% | 66.6%+31.5pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 16.64% | 19.45%-2.8pp | 122.11%-105.5pp | 116.89%-100.2pp |
| Employer contribution / active EE | $2,398 | $2,321+3.3% | $5,168-53.6% | $2,428-1.2% |
| Participant deferral / active EE | $1,864 | $2,788-33.1% | $5,569-66.5% | $4,046-53.9% |
| Admin fee / account holder | $11 | $710-98.4% | $16,245-99.9% | $626-98.2% |