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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $4,128 |
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 | $25,852 | $62,688-58.8% | $178,528-85.5% | $77,714-66.7% |
| Participation rate | 77.1% | 66.9%+10.2pp | 77.1%0pp | 70.6%+6.5pp |
| Annual return | 14.86% | 16.16%-1.3pp | 27.11%-12.3pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,096 | $1,912-42.7% | $3,950-72.3% | $2,727-59.8% |
| Participant deferral / active EE | $1,891 | $4,224-55.2% | $6,278-69.9% | $4,649-59.3% |
| Admin fee / account holder | $10 | $386-97.5% | $10,419-99.9% | $433-97.7% |