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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $4,517 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,785 | $91,710+9.9% | $67,560+49.2% | $77,762+29.6% |
| Participation rate | 77.3% | 76.0%+1.3pp | 72.9%+4.4pp | 70.6%+6.8pp |
| Annual return | 12.60% | 14.88%-2.3pp | 3533.50%-3520.9pp | 31.27%-18.7pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,592 | $3,911-59.3% | $4,004-60.2% | $4,651-65.8% |
| Admin fee / account holder | $11 | $245-95.7% | $3,994-99.7% | $433-97.6% |