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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,749 | $106,247+6.1% | $147,096-23.3% | $77,714+45.1% |
| Participation rate | 87.2% | 78.4%+8.9pp | 82.2%+5.1pp | 70.6%+16.7pp |
| Annual return | 14.93% | 56.87%-41.9pp | 419.75%-404.8pp | 31.26%-16.3pp |
| Employer contribution / active EE | $3,111 | $4,069-23.5% | $4,936-37.0% | $2,727+14.1% |
| Participant deferral / active EE | $6,002 | $7,996-24.9% | $8,071-25.6% | $4,649+29.1% |
| Admin fee / account holder | $24 | $338-92.9% | $13,005-99.8% | $433-94.4% |