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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,761 |
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 | $20,112 | $77,908-74.2% | $149,696-86.6% | $75,173-73.2% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 9.77% | 31.73%-22.0pp | 134.46%-124.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $3,935 | $3,138+25.4% | $4,821-18.4% | $2,671+47.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |