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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,507 |
Participant 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 | $72,353 | $83,884-13.7% | $64,097+12.9% | $74,473-2.8% |
| Participation rate | 97.8% | 76.6%+21.1pp | 72.3%+25.4pp | 70.7%+27.0pp |
| Annual return | 14.75% | 16.57%-1.8pp | 33.75%-19.0pp | 34.36%-19.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,317 | $3,692-64.3% | $3,881-66.1% | $4,530-70.9% |
| Admin fee / account holder | $2 | $196-98.8% | $3,070-99.9% | $347-99.3% |