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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,111 | $51,226-27.6% | $82,744-55.1% | $66,938-44.6% |
| Participation rate | 98.1% | 67.9%+30.2pp | 72.6%+25.6pp | 69.8%+28.3pp |
| Annual return | 3.59% | -9.61%+13.2pp | 702.22%-698.6pp | 1.58%+2.0pp |
| Employer contribution / active EE | $2,439 | $2,612-6.7% | $3,008-18.9% | $2,545-4.2% |
| Participant deferral / active EE | $1,645 | $3,460-52.5% | $4,395-62.6% | $4,238-61.2% |
| Admin fee / account holder | $396 | $416-4.7% | $5,325-92.6% | $594-33.3% |