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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $458 |
Participant 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 | $17,461 | $58,292-70.0% | $86,640-79.8% | $71,511-75.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 12.73% | 21.63%-8.9pp | 592.52%-579.8pp | 28.86%-16.1pp |
| Employer contribution / active EE | $589 | $2,574-77.1% | $3,024-80.5% | $2,589-77.2% |
| Participant deferral / active EE | $633 | $3,438-81.6% | $4,438-85.7% | $4,291-85.3% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,616-99.9% | $1,588-99.7% |