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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $563 |
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 | $96,388 | $91,198+5.7% | $178,503-46.0% | $79,856+20.7% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 11.63% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $11,530 | $3,257+254.1% | $5,011+130.1% | $2,471+366.6% |
| Participant deferral / active EE | $7,537 | $3,237+132.9% | $5,202+44.9% | $3,741+101.5% |
| Admin fee / account holder | $5 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |