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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $222 |
Employer contribution per participant 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 | $18,186 | $46,332-60.7% | $143,799-87.4% | $64,819-71.9% |
| Participation rate | 81.8% | 64.2%+17.5pp | 80.3%+1.4pp | 71.5%+10.3pp |
| Annual return | -9.58% | -10.05%+0.5pp | -0.04%-9.5pp | 32.84%-42.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,124 | $2,647-19.8% | $5,638-62.3% | $4,311-50.7% |
| Admin fee / account holder | $3 | $154-97.8% | $14,677-100.0% | $188-98.2% |