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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,754 | $106,247-5.2% | $147,096-31.5% | $77,714+29.6% |
| Participation rate | 96.6% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 15.82% | 56.87%-41.0pp | 419.75%-403.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $4,399 | $4,069+8.1% | $4,936-10.9% | $2,727+61.3% |
| Participant deferral / active EE | $4,208 | $7,996-47.4% | $8,071-47.9% | $4,649-9.5% |
| Admin fee / account holder | $9 | $338-97.2% | $13,005-99.9% | $433-97.8% |