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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,033 |
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 | $25,512 | $58,895-56.7% | $178,503-85.7% | $73,497-65.3% |
| Participation rate | 80.3% | 66.2%+14.1pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 11.54% | 24.86%-13.3pp | 151.12%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $534 | $2,236-76.1% | $5,011-89.3% | $2,270-76.5% |
| Participant deferral / active EE | $1,250 | $2,567-51.3% | $5,202-76.0% | $3,740-66.6% |
| Admin fee / account holder | $8 | $400-98.1% | $13,987-99.9% | $513-98.5% |