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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 91-1802259 | Other Services | $11,014 |
Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $6,065 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
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 | $25,378 | $75,388-66.3% | $123,549-79.5% | $55,725-54.5% |
| Participation rate | 71.6% | 75.7%-4.0pp | 82.3%-10.7pp | 70.9%+0.8pp |
| Annual return | -5.33% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,265 | $5,651+28.6% | $6,426+13.1% | $3,356+116.5% |
| Admin fee / account holder | $28 | $120-76.7% | $9,284-99.7% | $115-75.8% |