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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,386 |
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 | $74,640 | $89,652-16.7% | $141,197-47.1% | $65,186+14.5% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.5%+13.6pp | 70.2%+25.9pp |
| Annual return | 18.86% | 32.79%-13.9pp | 71.41%-52.5pp | 29.39%-10.5pp |
| Employer contribution / active EE | $2,159 | $3,065-29.6% | $4,736-54.4% | $2,177-0.8% |
| Participant deferral / active EE | $3,272 | $5,691-42.5% | $6,710-51.2% | $3,514-6.9% |
| Admin fee / account holder | $8 | $569-98.6% | $10,265-99.9% | $847-99.1% |