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... | $1,169 |
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 | $91,751 | $60,139+52.6% | $90,461+1.4% | $79,856+14.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.98% | 71.96%-54.0pp | 1294.76%-1276.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,892 | $2,069+233.1% | $3,264+111.1% | $2,471+178.9% |
| Participant deferral / active EE | $10,429 | $2,939+254.9% | $3,964+163.1% | $3,741+178.8% |
| Admin fee / account holder | $7 | $3,978-99.8% | $5,617-99.9% | $5,306-99.9% |