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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $434 |
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 | $25,897 | $61,356-57.8% | $149,696-82.7% | $71,511-63.8% |
| Participation rate | 95.9% | 62.5%+33.3pp | 78.8%+17.1pp | 67.9%+27.9pp |
| Annual return | 10.03% | 35.86%-25.8pp | 134.46%-124.4pp | 28.86%-18.8pp |
| Employer contribution / active EE | $5,493 | $2,382+130.6% | $4,821+14.0% | $2,589+112.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,263-99.9% | $13,212-100.0% | $1,588-99.9% |