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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Annual investment return 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 | $38,141 | $52,293-27.1% | $178,503-78.6% | $73,412-48.0% |
| Participation rate | 96.9% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.8pp |
| Annual return | 6.03% | 34.75%-28.7pp | 151.12%-145.1pp | 59.30%-53.3pp |
| Employer contribution / active EE | $775 | $1,736-55.4% | $5,011-84.5% | $2,234-65.3% |
| Participant deferral / active EE | $1,465 | $2,333-37.2% | $5,202-71.8% | $3,806-61.5% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |