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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,993 |
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 | $183,476 | $88,360+107.6% | $145,433+26.2% | $67,986+169.9% |
| Participation rate | 91.9% | 65.5%+26.4pp | 82.1%+9.7pp | 57.2%+34.6pp |
| Annual return | 13.13% | 63.15%-50.0pp | 66.58%-53.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $3,402 | $3,054+11.4% | $4,554-25.3% | $2,019+68.5% |
| Participant deferral / active EE | $6,694 | $5,932+12.8% | $7,897-15.2% | $3,358+99.3% |
| Admin fee / account holder | $10 | $3,313-99.7% | $13,129-99.9% | $3,203-99.7% |