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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $255,239 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $136,952 |
NYHART4 years Service code 49 · EIN 35-0966414 | Other Services | $51,274 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,680 | $136,853-63.7% | $130,231-61.9% | $80,157-38.0% |
| Participation rate | 79.9% | 81.6%-1.8pp | 76.3%+3.6pp | 72.9%+6.9pp |
| Annual return | 24.50% | 22.66%+1.8pp | 38.86%-14.4pp | 40.39%-15.9pp |
| Employer contribution / active EE | $2,129 | $3,395-37.3% | $4,126-48.4% | $2,977-28.5% |
| Participant deferral / active EE | $3,617 | $5,856-38.2% | $6,799-46.8% | $5,015-27.9% |
| Admin fee / account holder | $157 | $184-14.4% | $6,020-97.4% | $145+8.6% |