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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,679 |
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 | $28,103 | $62,928-55.3% | $172,753-83.7% | $67,582-58.4% |
| Participation rate | 89.9% | 64.5%+25.4pp | 82.6%+7.2pp | 71.3%+18.6pp |
| Annual return | 18.98% | 30.36%-11.4pp | 803.00%-784.0pp | 378.57%-359.6pp |
| Employer contribution / active EE | $1,121 | $1,636-31.5% | $5,144-78.2% | $2,148-47.8% |
| Participant deferral / active EE | $1,423 | $2,145-33.6% | $5,198-72.6% | $3,539-59.8% |
| Admin fee / account holder | $9 | $167-94.7% | $13,956-99.9% | $142-93.8% |