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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,404 | $26,140-75.5% | $58,507-89.1% | $74,473-91.4% |
| Participation rate | 76.4% | 32.1%+44.3pp | 50.9%+25.5pp | 70.7%+5.7pp |
| Annual return | 19.17% | 32.51%-13.3pp | 4252.32%-4233.2pp | 34.36%-15.2pp |
| Employer contribution / active EE | $147 | $537-72.6% | $1,053-86.0% | $2,638-94.4% |
| Participant deferral / active EE | $429 | $1,075-60.1% | $1,922-77.7% | $4,530-90.5% |
| Admin fee / account holder | $8 | $652-98.8% | $2,486-99.7% | $347-97.7% |