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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,245 |
Annual investment return 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 | $17,102 | $58,895-71.0% | $178,503-90.4% | $73,497-76.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 4.58% | 24.86%-20.3pp | 151.12%-146.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $2,071 | $2,236-7.4% | $5,011-58.7% | $2,270-8.8% |
| Participant deferral / active EE | $1,271 | $2,567-50.5% | $5,202-75.6% | $3,740-66.0% |
| Admin fee / account holder | $10 | $400-97.5% | $13,987-99.9% | $513-98.1% |