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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,444 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,566 | $60,454-21.3% | $81,844-41.9% | $74,459-36.1% |
| Participation rate | 91.2% | 63.0%+28.2pp | 72.4%+18.8pp | 67.2%+23.9pp |
| Annual return | 19.74% | 16.87%+2.9pp | 778.87%-759.1pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $1,504 | $2,630-42.8% | $2,916-48.4% | $2,626-42.7% |
| Participant deferral / active EE | $2,752 | $3,398-19.0% | $4,323-36.3% | $4,350-36.7% |
| Admin fee / account holder | $6 | $1,490-99.6% | $7,355-99.9% | $1,945-99.7% |