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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $8,475 |
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 | $18,791 | $62,928-70.1% | $172,753-89.1% | $67,582-72.2% |
| Participation rate | 91.3% | 64.5%+26.9pp | 82.6%+8.7pp | 71.3%+20.0pp |
| Annual return | 17.24% | 30.36%-13.1pp | 803.00%-785.8pp | 378.57%-361.3pp |
| Employer contribution / active EE | $1,037 | $1,636-36.6% | $5,144-79.8% | $2,148-51.7% |
| Participant deferral / active EE | $1,247 | $2,145-41.8% | $5,198-76.0% | $3,539-64.8% |
| Admin fee / account holder | $13 | $167-92.3% | $13,956-99.9% | $142-91.0% |