Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $888 |
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 | $45,075 | $58,888-23.5% | $178,499-74.7% | $73,493-38.7% |
| Participation rate | 90.2% | 66.2%+24.0pp | 81.9%+8.3pp | 70.7%+19.5pp |
| Annual return | 20.17% | 24.86%-4.7pp | 151.10%-130.9pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,995 | $2,236-10.8% | $5,011-60.2% | $2,270-12.1% |
| Participant deferral / active EE | $3,456 | $2,568+34.6% | $5,202-33.6% | $3,740-7.6% |
| Admin fee / account holder | $4 | $400-98.9% | $13,986-100.0% | $513-99.1% |