Filed September 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,920 | $51,223-53.3% | $82,763-71.1% | $66,949-64.3% |
| Participation rate | 99.1% | 67.9%+31.2pp | 72.6%+26.6pp | 69.8%+29.3pp |
| Annual return | -15.58% | -9.85%-5.7pp | 702.45%-718.0pp | 1.57%-17.2pp |
| Employer contribution / active EE | $3,192 | $2,611+22.3% | $3,008+6.1% | $2,545+25.4% |
| Participant deferral / active EE | $2,789 | $3,460-19.4% | $4,395-36.6% | $4,239-34.2% |
| Admin fee / account holder | $8 | $415-98.1% | $5,325-99.9% | $594-98.7% |