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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $929 |
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 | $9,352 | $61,356-84.8% | $149,696-93.8% | $71,511-86.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.88% | 35.86%-20.0pp | 134.46%-118.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $1,333 | $2,382-44.0% | $4,821-72.4% | $2,589-48.5% |
| Participant deferral / active EE | $1,617 | $2,920-44.6% | $5,682-71.5% | $4,291-62.3% |
| Admin fee / account holder | $5 | $1,263-99.6% | $13,212-100.0% | $1,588-99.7% |