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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,339 |
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 | $55,437 | $47,180+17.5% | $149,723-63.0% | $74,473-25.6% |
| Participation rate | 89.0% | 63.4%+25.6pp | 78.8%+10.2pp | 70.7%+18.2pp |
| Annual return | 9.98% | 22.75%-12.8pp | 134.50%-124.5pp | 34.36%-24.4pp |
| Employer contribution / active EE | $4,373 | $1,907+129.3% | $4,821-9.3% | $2,638+65.8% |
| Participant deferral / active EE | $2,565 | $2,730-6.0% | $5,682-54.9% | $4,530-43.4% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |