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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $9,384 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,576 | $47,766-46.5% | $82,744-69.1% | $64,819-60.5% |
| Participation rate | 90.4% | 67.7%+22.7pp | 72.6%+17.8pp | 71.5%+18.9pp |
| Annual return | -10.57% | -13.06%+2.5pp | 702.22%-712.8pp | 32.84%-43.4pp |
| Employer contribution / active EE | $2,723 | $2,182+24.8% | $3,008-9.5% | $2,507+8.6% |
| Participant deferral / active EE | $1,422 | $3,332-57.3% | $4,395-67.7% | $4,311-67.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,325-100.0% | $188-100.0% |