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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $3,985 |
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 | $13,652 | $58,888-76.8% | $178,498-92.4% | $73,493-81.4% |
| Participation rate | 97.1% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 12.33% | 24.86%-12.5pp | 151.09%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,380 | $2,236-38.3% | $5,011-72.5% | $2,270-39.2% |
| Participant deferral / active EE | $1,595 | $2,568-37.9% | $5,202-69.3% | $3,740-57.4% |
| Admin fee / account holder | $11 | $400-97.2% | $13,985-99.9% | $513-97.8% |