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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $613 |
Employer contribution per participant 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 | $24,514 | $77,920-68.5% | $149,723-83.6% | $75,177-67.4% |
| Participation rate | 98.8% | 65.6%+33.2pp | 78.8%+20.0pp | 67.2%+31.6pp |
| Annual return | 14.62% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,643 | $3,411+36.1% | $5,682-18.3% | $4,126+12.5% |
| Admin fee / account holder | $3 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |