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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 | $75,678 | $60,139+25.8% | $90,461-16.3% | $79,856-5.2% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.7pp |
| Annual return | 15.44% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,336 | $2,069+109.6% | $3,264+32.8% | $2,471+75.5% |
| Participant deferral / active EE | $3,345 | $2,939+13.8% | $3,964-15.6% | $3,741-10.6% |
| Admin fee / account holder | $5 | $3,978-99.9% | $5,617-99.9% | $5,306-99.9% |