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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,699 |
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 | $22,163 | $58,895-62.4% | $178,503-87.6% | $73,497-69.8% |
| Participation rate | 97.7% | 66.2%+31.5pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 12.14% | 24.86%-12.7pp | 151.12%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,310 | $2,236-41.4% | $5,011-73.9% | $2,270-42.3% |
| Participant deferral / active EE | $1,507 | $2,567-41.3% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $10 | $400-97.5% | $13,987-99.9% | $513-98.1% |