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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,075 |
Employer 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 | $25,083 | $45,343-44.7% | $150,298-83.3% | $67,986-63.1% |
| Participation rate | 91.7% | 51.9%+39.9pp | 77.8%+14.0pp | 57.2%+34.5pp |
| Annual return | 10.18% | 33.28%-23.1pp | 62.79%-52.6pp | 31.67%-21.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,887 | $2,055+137.9% | $5,453-10.4% | $3,358+45.5% |
| Admin fee / account holder | $5 | $2,250-99.8% | $14,116-100.0% | $3,203-99.8% |