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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $5,615 |
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 | $28,550 | $56,918-49.8% | $182,558-84.4% | $65,186-56.2% |
| Participation rate | 98.5% | 66.5%+32.0pp | 78.0%+20.5pp | 70.2%+28.3pp |
| Annual return | 23.07% | 27.67%-4.6pp | 148.59%-125.5pp | 29.39%-6.3pp |
| Employer contribution / active EE | $2,171 | $1,615+34.5% | $4,076-46.7% | $2,177-0.2% |
| Participant deferral / active EE | $4,029 | $3,526+14.3% | $5,526-27.1% | $3,514+14.7% |
| Admin fee / account holder | $11 | $531-98.0% | $8,594-99.9% | $847-98.8% |