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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $961 |
Participant contribution per participant 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 | $29,181 | $63,471-54.0% | $68,808-57.6% | $66,938-56.4% |
| Participation rate | 81.5% | 60.0%+21.5pp | 69.0%+12.5pp | 69.8%+11.7pp |
| Annual return | -10.91% | -8.29%-2.6pp | -6.37%-4.5pp | 1.58%-12.5pp |
| Employer contribution / active EE | $1,348 | $1,776-24.1% | $2,656-49.2% | $2,545-47.0% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,238-100.0% |
| Admin fee / account holder | $8 | $578-98.6% | $4,936-99.8% | $594-98.7% |