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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,444 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,566 | $60,393-21.2% | $81,820-41.9% | $74,429-36.1% |
| Participation rate | 91.2% | 62.9%+28.3pp | 72.4%+18.8pp | 67.2%+23.9pp |
| Annual return | 19.74% | 16.89%+2.8pp | 777.93%-758.2pp | 1368.38%-1348.6pp |
| Employer contribution / active EE | $1,504 | $2,626-42.8% | $2,915-48.4% | $2,625-42.7% |
| Participant deferral / active EE | $2,752 | $3,397-19.0% | $4,323-36.3% | $4,348-36.7% |
| Admin fee / account holder | $6 | $1,491-99.6% | $7,391-99.9% | $1,944-99.7% |