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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,055 | $52,967-58.4% | $172,753-87.2% | $65,186-66.2% |
| Participation rate | 99.6% | 66.2%+33.4pp | 82.6%+16.9pp | 70.2%+29.4pp |
| Annual return | 16.11% | 30.12%-14.0pp | 803.00%-786.9pp | 29.39%-13.3pp |
| Employer contribution / active EE | -$0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,228 | $2,471-9.8% | $5,198-57.1% | $3,514-36.6% |
| Admin fee / account holder | $8 | $472-98.3% | $13,956-99.9% | $847-99.0% |