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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,195 |
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 | $7,311 | $52,961-86.2% | $172,755-95.8% | $65,185-88.8% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 20.07% | 30.12%-10.1pp | 802.94%-782.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $582 | $2,190-73.4% | $5,144-88.7% | $2,177-73.3% |
| Participant deferral / active EE | $1,256 | $2,471-49.2% | $5,198-75.8% | $3,514-64.3% |
| Admin fee / account holder | $12 | $472-97.5% | $13,955-99.9% | $847-98.6% |