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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,108 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,184 | $91,179-48.3% | $178,499-73.6% | $79,852-40.9% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 5.93% | 24.19%-18.3pp | 151.10%-145.2pp | 31.72%-25.8pp |
| Employer contribution / active EE | $1,416 | $3,256-56.5% | $5,011-71.7% | $2,471-42.7% |
| Participant deferral / active EE | $1,866 | $3,236-42.3% | $5,202-64.1% | $3,740-50.1% |
| Admin fee / account holder | $10 | $6,749-99.9% | $13,986-99.9% | $5,306-99.8% |