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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $16,271 | $73,848-78.0% | $143,799-88.7% | $68,486-76.2% |
| Participation rate | 77.9% | 66.7%+11.2pp | 80.3%-2.4pp | 67.9%+10.0pp |
| Annual return | -19.80% | 0.91%-20.7pp | -0.04%-19.8pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,718 | $3,385-19.7% | $5,638-51.8% | $4,028-32.5% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |