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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,162 |
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 | $47,430 | $54,757-13.4% | $90,304-47.5% | $72,975-35.0% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 23.91% | 30.63%-6.7pp | 78.13%-54.2pp | 81.01%-57.1pp |
| Employer contribution / active EE | $828 | $2,093-60.4% | $2,855-71.0% | $2,440-66.1% |
| Participant deferral / active EE | $2,956 | $2,887+2.4% | $3,885-23.9% | $3,608-18.1% |
| Admin fee / account holder | $8 | $3,973-99.8% | $5,354-99.9% | $5,124-99.8% |