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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $863 |
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 | $32,750 | $91,167-64.1% | $178,498-81.7% | $79,858-59.0% |
| Participation rate | 93.4% | 69.2%+24.2pp | 81.9%+11.5pp | 69.6%+23.8pp |
| Annual return | 4.73% | 24.19%-19.5pp | 151.09%-146.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $587 | $3,255-82.0% | $5,011-88.3% | $2,471-76.3% |
| Participant deferral / active EE | $2,650 | $3,236-18.1% | $5,202-49.1% | $3,740-29.1% |
| Admin fee / account holder | $24 | $6,747-99.6% | $13,985-99.8% | $5,306-99.5% |