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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,296 |
Participant 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 | $20,751 | $62,928-67.0% | $172,753-88.0% | $67,582-69.3% |
| Participation rate | 88.8% | 64.5%+24.4pp | 82.6%+6.2pp | 71.3%+17.5pp |
| Annual return | 17.42% | 30.36%-12.9pp | 803.00%-785.6pp | 378.57%-361.1pp |
| Employer contribution / active EE | $783 | $1,636-52.1% | $5,144-84.8% | $2,148-63.6% |
| Participant deferral / active EE | $628 | $2,145-70.7% | $5,198-87.9% | $3,539-82.3% |
| Admin fee / account holder | $7 | $167-96.0% | $13,956-100.0% | $142-95.3% |