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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,767 | $45,000-45.0% | $143,799-82.8% | $77,906-68.2% |
| Participation rate | 71.8% | 66.8%+4.9pp | 80.3%-8.6pp | 73.7%-1.9pp |
| Annual return | -13.84% | 29.03%-42.9pp | -0.04%-13.8pp | 12.16%-26.0pp |
| Employer contribution / active EE | $2,095 | $1,870+12.0% | $4,952-57.7% | $2,846-26.4% |
| Participant deferral / active EE | $1,322 | $3,157-58.1% | $5,638-76.6% | $4,805-72.5% |
| Admin fee / account holder | $8 | $98-91.4% | $14,677-99.9% | $133-93.7% |