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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,970 |
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 | $30,084 | $52,967-43.2% | $172,753-82.6% | $65,186-53.8% |
| Participation rate | 98.1% | 66.2%+31.9pp | 82.6%+15.5pp | 70.2%+27.9pp |
| Annual return | 18.21% | 30.12%-11.9pp | 803.00%-784.8pp | 29.39%-11.2pp |
| Employer contribution / active EE | $2,321 | $2,190+6.0% | $5,144-54.9% | $2,177+6.6% |
| Participant deferral / active EE | $1,555 | $2,471-37.1% | $5,198-70.1% | $3,514-55.7% |
| Admin fee / account holder | $19 | $472-96.1% | $13,956-99.9% | $847-97.8% |