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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,498 | $63,768-67.9% | $98,506-79.2% | $79,389-74.2% |
| Participation rate | 87.4% | 69.9%+17.5pp | 73.3%+14.0pp | 70.7%+16.7pp |
| Annual return | 21.75% | 626.18%-604.4pp | 1494.92%-1473.2pp | 116.89%-95.1pp |
| Employer contribution / active EE | $740 | $2,558-71.1% | $2,961-75.0% | $2,428-69.5% |
| Participant deferral / active EE | $2,056 | $3,305-37.8% | $4,277-51.9% | $4,046-49.2% |
| Admin fee / account holder | $5 | $516-99.0% | $5,955-99.9% | $626-99.2% |