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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,064 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,025 | $73,863-89.1% | $143,797-94.4% | $68,490-88.3% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -13.58% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,122 | $3,185-64.8% | $4,952-77.3% | $2,597-56.8% |
| Participant deferral / active EE | $764 | $3,385-77.4% | $5,638-86.5% | $4,028-81.0% |
| Admin fee / account holder | $7 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |