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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,235 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,844 | $47,163-38.8% | $149,696-80.7% | $74,460-61.3% |
| Participation rate | 75.9% | 63.4%+12.5pp | 78.8%-2.9pp | 70.7%+5.2pp |
| Annual return | 22.67% | 22.75%-0.1pp | 134.46%-111.8pp | 34.38%-11.7pp |
| Employer contribution / active EE | $2,502 | $1,907+31.2% | $4,821-48.1% | $2,638-5.2% |
| Participant deferral / active EE | $4,832 | $2,730+77.0% | $5,682-15.0% | $4,530+6.7% |
| Admin fee / account holder | $3 | $343-99.1% | $13,212-100.0% | $348-99.1% |