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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,455 | $38,006-54.1% | $161,489-89.2% | $89,670-80.5% |
| Participation rate | 81.5% | 55.7%+25.8pp | 78.7%+2.8pp | 71.2%+10.3pp |
| Annual return | 13.07% | 51.85%-38.8pp | 89.72%-76.7pp | 19.66%-6.6pp |
| Employer contribution / active EE | $540 | $1,536-64.8% | $4,268-87.3% | $4,041-86.6% |
| Participant deferral / active EE | $857 | $1,865-54.1% | $5,630-84.8% | $3,962-78.4% |
| Admin fee / account holder | $11 | $249-95.7% | $16,006-99.9% | $352-97.0% |