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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,848 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,698 | $65,904-48.9% | $160,784-79.0% | $79,634-57.7% |
| Participation rate | 77.7% | 56.2%+21.5pp | 77.0%+0.8pp | 62.5%+15.3pp |
| Annual return | 11.58% | 20.16%-8.6pp | 1803.92%-1792.3pp | 36.46%-24.9pp |
| Employer contribution / active EE | $1,041 | $1,805-42.3% | $3,733-72.1% | $2,529-58.8% |
| Participant deferral / active EE | $1,985 | $3,692-46.2% | $6,293-68.5% | $3,835-48.2% |
| Admin fee / account holder | $11 | $965-98.9% | $9,717-99.9% | $1,002-98.9% |