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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,264 |
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 | $29,041 | $52,293-44.5% | $178,503-83.7% | $73,412-60.4% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.2pp |
| Annual return | 17.52% | 34.75%-17.2pp | 151.12%-133.6pp | 59.30%-41.8pp |
| Employer contribution / active EE | $1,371 | $1,736-21.0% | $5,011-72.6% | $2,234-38.6% |
| Participant deferral / active EE | $2,723 | $2,333+16.7% | $5,202-47.7% | $3,806-28.5% |
| Admin fee / account holder | $14 | $127-89.0% | $13,987-99.9% | $158-91.1% |