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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,821 |
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 | $28,459 | $60,504-53.0% | $81,882-65.2% | $74,478-61.8% |
| Participation rate | 96.4% | 62.9%+33.5pp | 72.4%+24.0pp | 67.2%+29.2pp |
| Annual return | 14.82% | 16.91%-2.1pp | 779.47%-764.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,644 | $2,627-37.4% | $2,916-43.6% | $2,626-37.4% |
| Participant deferral / active EE | $1,811 | $3,400-46.7% | $4,323-58.1% | $4,350-58.4% |
| Admin fee / account holder | $7 | $1,492-99.5% | $7,360-99.9% | $1,946-99.6% |