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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,420 |
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 | $43,200 | $61,172-29.4% | $185,851-76.8% | $79,389-45.6% |
| Participation rate | 99.2% | 66.6%+32.6pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 30.91% | 19.45%+11.5pp | 122.11%-91.2pp | 116.89%-86.0pp |
| Employer contribution / active EE | $2,567 | $2,321+10.6% | $5,168-50.3% | $2,428+5.7% |
| Participant deferral / active EE | $4,660 | $2,788+67.2% | $5,569-16.3% | $4,046+15.2% |
| Admin fee / account holder | $10 | $710-98.5% | $16,245-99.9% | $626-98.3% |