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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $22 |
Employer contribution per participant 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 | $90,306 | $77,920+15.9% | $149,723-39.7% | $75,177+20.1% |
| Participation rate | 82.2% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+15.0pp |
| Annual return | 14.91% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,456 | $3,411-57.3% | $5,682-74.4% | $4,126-64.7% |
| Admin fee / account holder | $1 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |