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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,507 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,705 | $47,163-68.8% | $149,696-90.2% | $74,460-80.3% |
| Participation rate | 83.7% | 63.4%+20.3pp | 78.8%+4.9pp | 70.7%+13.0pp |
| Annual return | 20.51% | 22.75%-2.2pp | 134.46%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $396 | $1,907-79.2% | $4,821-91.8% | $2,638-85.0% |
| Participant deferral / active EE | $824 | $2,730-69.8% | $5,682-85.5% | $4,530-81.8% |
| Admin fee / account holder | $3 | $343-99.0% | $13,212-100.0% | $348-99.0% |