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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $7,130 |
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 | $18,703 | $52,722-64.5% | $90,461-79.3% | $73,412-74.5% |
| Participation rate | 92.6% | 67.7%+24.8pp | 72.7%+19.9pp | 72.2%+20.4pp |
| Annual return | 18.26% | 20.70%-2.4pp | 1294.76%-1276.5pp | 59.30%-41.0pp |
| Employer contribution / active EE | $1,350 | $1,872-27.9% | $3,264-58.6% | $2,234-39.5% |
| Participant deferral / active EE | $1,658 | $2,810-41.0% | $3,964-58.2% | $3,806-56.4% |
| Admin fee / account holder | $128 | $117+9.5% | $5,617-97.7% | $158-19.0% |