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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,768 |
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 | $25,584 | $58,895-56.6% | $178,503-85.7% | $73,497-65.2% |
| Participation rate | 98.1% | 66.2%+31.9pp | 81.9%+16.2pp | 70.7%+27.5pp |
| Annual return | 13.34% | 24.86%-11.5pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,163 | $2,567-15.7% | $5,202-58.4% | $3,740-42.2% |
| Admin fee / account holder | $8 | $400-98.0% | $13,987-99.9% | $513-98.4% |