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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $81,233-67.4% | $155,567-83.0% | $80,874-67.2% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 19.44% | 33.33%-13.9pp | 64.74%-45.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $2,672 | $3,101-13.8% | $4,674-42.8% | $2,756-3.0% |
| Participant deferral / active EE | $3,120 | $3,452-9.6% | $5,628-44.6% | $4,297-27.4% |
| Admin fee / account holder | $16 | $7,998-99.8% | $15,916-99.9% | $6,935-99.8% |