Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $951 |
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 | $36,837 | $52,961-30.4% | $172,755-78.7% | $65,185-43.5% |
| Participation rate | 87.7% | 66.2%+21.5pp | 82.6%+5.0pp | 70.2%+17.5pp |
| Annual return | 23.40% | 30.12%-6.7pp | 802.94%-779.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,186 | $2,190-0.2% | $5,144-57.5% | $2,177+0.4% |
| Participant deferral / active EE | $3,479 | $2,471+40.8% | $5,198-33.1% | $3,514-1.0% |
| Admin fee / account holder | $5 | $472-98.9% | $13,955-100.0% | $847-99.4% |