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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,359 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,829 | $47,163-53.7% | $149,696-85.4% | $74,460-70.7% |
| Participation rate | 88.2% | 63.4%+24.7pp | 78.8%+9.4pp | 70.7%+17.4pp |
| Annual return | 12.63% | 22.75%-10.1pp | 134.46%-121.8pp | 34.38%-21.7pp |
| Employer contribution / active EE | $1 | $1,907-99.9% | $4,821-100.0% | $2,638-99.9% |
| Participant deferral / active EE | $2,025 | $2,730-25.8% | $5,682-64.4% | $4,530-55.3% |
| Admin fee / account holder | $2 | $343-99.3% | $13,212-100.0% | $348-99.3% |