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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,432 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,091 | $91,198-85.6% | $178,503-92.7% | $79,856-83.6% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 15.32% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $882 | $3,257-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $761 | $3,237-76.5% | $5,202-85.4% | $3,741-79.6% |
| Admin fee / account holder | $12 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |