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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $4,759 |
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 | $87,358 | $94,833-7.9% | $75,714+15.4% | $86,821+0.6% |
| Participation rate | 93.3% | 79.1%+14.2pp | 74.8%+18.4pp | 72.3%+21.0pp |
| Annual return | 13.18% | 16.91%-3.7pp | 104.62%-91.4pp | 97.94%-84.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,436 | $3,632-32.9% | $3,820-36.2% | $4,132-41.0% |
| Admin fee / account holder | $9 | $109-91.3% | $3,619-99.7% | $170-94.5% |