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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $14 |
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 | $35,622 | $62,928-43.4% | $172,753-79.4% | $67,582-47.3% |
| Participation rate | 98.7% | 64.5%+34.2pp | 82.6%+16.0pp | 71.3%+27.4pp |
| Annual return | 23.49% | 30.36%-6.9pp | 803.00%-779.5pp | 378.57%-355.1pp |
| Employer contribution / active EE | $2,050 | $1,636+25.3% | $5,144-60.1% | $2,148-4.5% |
| Participant deferral / active EE | $3,033 | $2,145+41.4% | $5,198-41.7% | $3,539-14.3% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |