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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 | $68,287 | $54,763+24.7% | $90,324-24.4% | $72,976-6.4% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.3%+25.4pp | 69.5%+29.2pp |
| Annual return | 22.66% | 30.63%-8.0pp | 78.15%-55.5pp | 81.02%-58.4pp |
| Employer contribution / active EE | $4,283 | $2,093+104.6% | $2,856+50.0% | $2,440+75.5% |
| Participant deferral / active EE | $3,454 | $2,887+19.6% | $3,885-11.1% | $3,608-4.3% |
| Admin fee / account holder | $6 | $3,973-99.9% | $5,356-99.9% | $5,124-99.9% |