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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,960 | $91,198-62.8% | $178,503-81.0% | $79,856-57.5% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 10.09% | 24.20%-14.1pp | 151.12%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,752 | $3,237-45.9% | $5,202-66.3% | $3,741-53.2% |
| Admin fee / account holder | $33 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |