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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $868 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,091 | $52,722-84.7% | $90,461-91.1% | $73,412-89.0% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.7%+25.2pp | 72.2%+25.7pp |
| Annual return | 109.24% | 20.70%+88.5pp | 1294.76%-1185.5pp | 59.30%+49.9pp |
| Employer contribution / active EE | $1,330 | $1,872-28.9% | $3,264-59.3% | $2,234-40.5% |
| Participant deferral / active EE | $114 | $2,810-95.9% | $3,964-97.1% | $3,806-97.0% |
| Admin fee / account holder | $128 | $117+9.5% | $5,617-97.7% | $158-19.0% |