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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
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 | $16,687 | $46,332-64.0% | $143,797-88.4% | $64,824-74.3% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.1pp |
| Annual return | -5.69% | -10.05%+4.4pp | -0.04%-5.7pp | 32.84%-38.5pp |
| Employer contribution / active EE | $1,266 | $1,911-33.8% | $4,952-74.4% | $2,507-49.5% |
| Participant deferral / active EE | $1,268 | $2,647-52.1% | $5,638-77.5% | $4,311-70.6% |
| Admin fee / account holder | $5 | $154-97.0% | $14,679-100.0% | $188-97.5% |