Filed August 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,315 |
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 | $75,239 | $54,763+37.4% | $90,324-16.7% | $72,976+3.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.51% | 30.63%-7.1pp | 78.15%-54.6pp | 81.02%-57.5pp |
| Employer contribution / active EE | $6,840 | $2,093+226.8% | $2,856+139.5% | $2,440+180.3% |
| Participant deferral / active EE | $9,803 | $2,887+239.5% | $3,885+152.3% | $3,608+171.7% |
| Admin fee / account holder | $7 | $3,973-99.8% | $5,356-99.9% | $5,124-99.9% |