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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,019 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,209 | $55,472-69.0% | $155,567-88.9% | $74,546-76.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.78% | 268.72%-256.9pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,078 | $2,269-8.4% | $4,674-55.5% | $2,624-20.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,916-99.9% | $1,944-99.4% |