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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $7,690 |
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 | $32,018 | $50,812-37.0% | $155,602-79.4% | $77,692-58.8% |
| Participation rate | 94.8% | 63.1%+31.7pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 9.99% | 34.85%-24.9pp | 64.81%-54.8pp | 31.25%-21.3pp |
| Employer contribution / active EE | $1,911 | $1,989-3.9% | $4,675-59.1% | $2,726-29.9% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $21 | $436-95.2% | $15,923-99.9% | $431-95.2% |