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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $6,417 |
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 | $39,980 | $56,540-29.3% | $185,851-78.5% | $86,821-54.0% |
| Participation rate | 97.9% | 65.5%+32.4pp | 81.7%+16.2pp | 72.3%+25.6pp |
| Annual return | 18.34% | 118.20%-99.9pp | 122.11%-103.8pp | 97.94%-79.6pp |
| Employer contribution / active EE | $2,090 | $1,844+13.3% | $5,168-59.6% | $2,406-13.1% |
| Participant deferral / active EE | $3,267 | $2,555+27.9% | $5,569-41.3% | $4,132-20.9% |
| Admin fee / account holder | $7 | $150-95.2% | $16,245-100.0% | $170-95.7% |