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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,036 |
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 | $25,617 | $60,139-57.4% | $90,461-71.7% | $79,856-67.9% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.8pp |
| Annual return | 9.98% | 71.96%-62.0pp | 1294.76%-1284.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,593 | $2,069-23.0% | $3,264-51.2% | $2,471-35.5% |
| Participant deferral / active EE | $1,726 | $2,939-41.3% | $3,964-56.5% | $3,741-53.9% |
| Admin fee / account holder | $209 | $3,978-94.7% | $5,617-96.3% | $5,306-96.1% |