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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $963 |
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 | $30,142 | $91,198-66.9% | $178,503-83.1% | $79,856-62.3% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 11.98% | 24.20%-12.2pp | 151.12%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,333 | $3,257-59.1% | $5,011-73.4% | $2,471-46.0% |
| Participant deferral / active EE | $1,855 | $3,237-42.7% | $5,202-64.3% | $3,741-50.4% |
| Admin fee / account holder | $9 | $6,748-99.9% | $13,987-99.9% | $5,306-99.8% |