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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,485 |
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 | $108,167 | $95,438+13.3% | $135,982-20.5% | $74,473+45.2% |
| Participation rate | 78.1% | 78.2%-0.2pp | 81.9%-3.9pp | 70.7%+7.3pp |
| Annual return | 16.64% | 32.61%-16.0pp | 68.32%-51.7pp | 34.36%-17.7pp |
| Employer contribution / active EE | $3,131 | $3,878-19.3% | $4,859-35.6% | $2,638+18.7% |
| Participant deferral / active EE | $5,555 | $7,790-28.7% | $7,760-28.4% | $4,530+22.6% |
| Admin fee / account holder | $20 | $259-92.2% | $10,767-99.8% | $347-94.2% |