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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $6,415 |
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 | $9,627 | $58,344-83.5% | $98,483-90.2% | $86,821-88.9% |
| Participation rate | 98.1% | 68.4%+29.7pp | 73.3%+24.8pp | 72.3%+25.8pp |
| Annual return | 14.33% | 43.47%-29.1pp | 1494.38%-1480.0pp | 97.94%-83.6pp |
| Employer contribution / active EE | $1,370 | $2,008-31.7% | $2,961-53.7% | $2,406-43.0% |
| Participant deferral / active EE | $273 | $3,156-91.4% | $4,276-93.6% | $4,132-93.4% |
| Admin fee / account holder | $10 | $138-92.6% | $5,953-99.8% | $170-94.0% |