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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $427 |
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 | $47,013 | $62,928-25.3% | $172,752-72.8% | $67,579-30.4% |
| Participation rate | 97.4% | 64.5%+32.9pp | 82.6%+14.8pp | 71.3%+26.1pp |
| Annual return | 21.40% | 30.36%-9.0pp | 802.97%-781.6pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,021 | $1,636+23.5% | $5,144-60.7% | $2,148-5.9% |
| Participant deferral / active EE | $2,673 | $2,145+24.6% | $5,198-48.6% | $3,539-24.5% |
| Admin fee / account holder | $1 | $167-99.4% | $13,955-100.0% | $142-99.3% |