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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,288 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,258 | $58,888-77.5% | $178,499-92.6% | $73,493-82.0% |
| Participation rate | 97.9% | 66.2%+31.6pp | 81.9%+15.9pp | 70.7%+27.2pp |
| Annual return | 14.19% | 24.86%-10.7pp | 151.10%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,473 | $2,236-34.1% | $5,011-70.6% | $2,270-35.1% |
| Participant deferral / active EE | $1,119 | $2,568-56.4% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $6 | $400-98.5% | $13,986-100.0% | $513-98.8% |