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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,071 |
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 | $51,111 | $49,239+3.8% | $70,462-27.5% | $79,858-36.0% |
| Participation rate | 98.0% | 69.2%+28.9pp | 75.1%+23.0pp | 69.6%+28.4pp |
| Annual return | 4.98% | 30.08%-25.1pp | 109.08%-104.1pp | 31.72%-26.7pp |
| Employer contribution / active EE | $2,241 | $2,100+6.7% | $2,737-18.1% | $2,471-9.3% |
| Participant deferral / active EE | $6,035 | $2,769+117.9% | $3,710+62.7% | $3,740+61.4% |
| Admin fee / account holder | $9 | $2,876-99.7% | $3,845-99.8% | $5,306-99.8% |