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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 | $42,423-58.9% | $152,093-88.5% | $100,573-82.6% |
| Participation rate | 81.5% | 55.9%+25.5pp | 77.8%+3.7pp | 70.9%+10.5pp |
| Annual return | 13.07% | 41.32%-28.3pp | 66.36%-53.3pp | 18.89%-5.8pp |
| Employer contribution / active EE | $540 | $1,482-63.5% | $4,175-87.1% | $3,763-85.6% |
| Participant deferral / active EE | $857 | $2,158-60.3% | $5,451-84.3% | $4,921-82.6% |
| Admin fee / account holder | $11 | $429-97.5% | $14,497-99.9% | $454-97.7% |