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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $8,280 |
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 | $19,873 | $60,139-67.0% | $90,461-78.0% | $79,856-75.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.59% | 71.96%-63.4pp | 1294.76%-1286.2pp | 31.71%-23.1pp |
| Employer contribution / active EE | $981 | $2,069-52.6% | $3,264-69.9% | $2,471-60.3% |
| Participant deferral / active EE | $1,093 | $2,939-62.8% | $3,964-72.4% | $3,741-70.8% |
| Admin fee / account holder | $217 | $3,978-94.5% | $5,617-96.1% | $5,306-95.9% |