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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $13,440 |
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 | $21,247 | $42,990-50.6% | $61,048-65.2% | $67,579-68.6% |
| Participation rate | 91.5% | 72.4%+19.0pp | 79.3%+12.1pp | 71.3%+20.2pp |
| Annual return | 33.49% | 23.20%+10.3pp | 26.18%+7.3pp | 378.56%-345.1pp |
| Employer contribution / active EE | $1,164 | $1,969-40.9% | $3,716-68.7% | $2,148-45.8% |
| Participant deferral / active EE | $1,689 | $2,496-32.3% | $4,470-62.2% | $3,539-52.3% |
| Admin fee / account holder | $9 | $109-91.5% | $3,728-99.8% | $142-93.5% |