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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,192 |
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 | $20,959 | $58,888-64.4% | $178,499-88.3% | $73,493-71.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 6.45% | 24.86%-18.4pp | 151.10%-144.7pp | 28.51%-22.1pp |
| Employer contribution / active EE | $924 | $2,236-58.7% | $5,011-81.6% | $2,270-59.3% |
| Participant deferral / active EE | $2,843 | $2,568+10.7% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $8 | $400-98.0% | $13,986-99.9% | $513-98.4% |