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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $856 |
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 | $19,872 | $91,179-78.2% | $178,499-88.9% | $79,852-75.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.09% | 24.19%-6.1pp | 151.10%-133.0pp | 31.72%-13.6pp |
| Employer contribution / active EE | $1,049 | $3,256-67.8% | $5,011-79.1% | $2,471-57.5% |
| Participant deferral / active EE | $2,166 | $3,236-33.1% | $5,202-58.4% | $3,740-42.1% |
| Admin fee / account holder | $8 | $6,749-99.9% | $13,986-99.9% | $5,306-99.8% |