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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $6,914 |
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 | $21,111 | $52,293-59.6% | $178,499-88.2% | $73,412-71.2% |
| Participation rate | 81.5% | 65.3%+16.1pp | 81.9%-0.4pp | 72.2%+9.3pp |
| Annual return | 7.63% | 34.75%-27.1pp | 151.10%-143.5pp | 59.30%-51.7pp |
| Employer contribution / active EE | $484 | $1,735-72.1% | $5,011-90.3% | $2,234-78.3% |
| Participant deferral / active EE | $1,178 | $2,332-49.5% | $5,202-77.4% | $3,806-69.0% |
| Admin fee / account holder | $9 | $127-93.0% | $13,986-99.9% | $158-94.4% |