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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,595 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $35,187 | $52,682-33.2% | $78,004-54.9% | $64,097-45.1% |
| Participation rate | 80.4% | 47.7%+32.7pp | 69.4%+11.0pp | 55.2%+25.2pp |
| Annual return | 9.00% | 22.45%-13.5pp | 31.07%-22.1pp | 34.64%-25.6pp |
| Employer contribution / active EE | $1,316 | $1,323-0.6% | $2,469-46.7% | $1,891-30.4% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $4,092-100.0% | $3,080-100.0% |
| Admin fee / account holder | $8 | $5,420-99.9% | $7,578-99.9% | $3,454-99.8% |