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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,162 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,706 | $51,226-40.1% | $82,744-62.9% | $66,938-54.1% |
| Participation rate | 98.9% | 67.9%+31.1pp | 72.6%+26.4pp | 69.8%+29.1pp |
| Annual return | -14.67% | -9.61%-5.1pp | 702.22%-716.9pp | 1.58%-16.2pp |
| Employer contribution / active EE | $655 | $2,612-74.9% | $3,008-78.2% | $2,545-74.3% |
| Participant deferral / active EE | $2,120 | $3,460-38.7% | $4,395-51.8% | $4,238-50.0% |
| Admin fee / account holder | $7 | $416-98.3% | $5,325-99.9% | $594-98.8% |