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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,887 |
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 | $27,375 | $85,171-67.9% | $172,752-84.2% | $72,975-62.5% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 16.74% | 27.32%-10.6pp | 802.97%-786.2pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,070 | $3,324-67.8% | $5,144-79.2% | $2,440-56.2% |
| Participant deferral / active EE | $1,403 | $3,260-57.0% | $5,198-73.0% | $3,608-61.1% |
| Admin fee / account holder | $11 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |