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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,844 |
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 | $15,651 | $47,163-66.8% | $149,696-89.5% | $74,460-79.0% |
| Participation rate | 89.4% | 63.4%+25.9pp | 78.8%+10.6pp | 70.7%+18.6pp |
| Annual return | -4.07% | 22.75%-26.8pp | 134.46%-138.5pp | 34.38%-38.5pp |
| Employer contribution / active EE | $2,963 | $1,907+55.4% | $4,821-38.5% | $2,638+12.3% |
| Participant deferral / active EE | $2,641 | $2,730-3.3% | $5,682-53.5% | $4,530-41.7% |
| Admin fee / account holder | $13 | $343-96.1% | $13,212-99.9% | $348-96.2% |