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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,167 |
Annual investment return 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 | $11,025 | $51,620-78.6% | $90,304-87.8% | $65,185-83.1% |
| Participation rate | 86.4% | 68.6%+17.8pp | 73.3%+13.1pp | 70.2%+16.2pp |
| Annual return | 15.61% | 24.94%-9.3pp | 78.13%-62.5pp | 29.38%-13.8pp |
| Employer contribution / active EE | $873 | $2,235-60.9% | $2,855-69.4% | $2,177-59.9% |
| Participant deferral / active EE | $991 | $2,871-65.5% | $3,885-74.5% | $3,514-71.8% |
| Admin fee / account holder | $10 | $384-97.4% | $5,354-99.8% | $847-98.8% |