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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,809 |
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 | $16,445 | $58,888-72.1% | $178,499-90.8% | $73,493-77.6% |
| Participation rate | 90.8% | 66.2%+24.6pp | 81.9%+8.9pp | 70.7%+20.2pp |
| Annual return | 20.46% | 24.86%-4.4pp | 151.10%-130.6pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,299 | $2,236-41.9% | $5,011-74.1% | $2,270-42.8% |
| Participant deferral / active EE | $1,532 | $2,568-40.3% | $5,202-70.5% | $3,740-59.0% |
| Admin fee / account holder | $11 | $400-97.2% | $13,986-99.9% | $513-97.8% |