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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $11,476 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,175 | $43,709-44.7% | $61,491-60.7% | $64,814-62.7% |
| Participation rate | 93.9% | 69.2%+24.8pp | 79.3%+14.6pp | 71.5%+22.5pp |
| Annual return | -14.49% | -9.98%-4.5pp | -12.98%-1.5pp | 32.84%-47.3pp |
| Employer contribution / active EE | $1,516 | $2,113-28.3% | $4,246-64.3% | $2,507-39.5% |
| Participant deferral / active EE | $2,220 | $3,022-26.5% | $5,188-57.2% | $4,310-48.5% |
| Admin fee / account holder | $228 | $131+74.1% | $4,312-94.7% | $188+21.6% |