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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,758 |
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 | $35,742 | $66,124-45.9% | $90,430-60.5% | $73,493-51.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 13.29% | 17.65%-4.4pp | 1293.73%-1280.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,333 | $2,346-43.2% | $3,262-59.1% | $2,270-41.3% |
| Participant deferral / active EE | $2,113 | $3,039-30.5% | $3,963-46.7% | $3,740-43.5% |
| Admin fee / account holder | $8 | $396-98.1% | $5,613-99.9% | $513-98.5% |