Filed July 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $15,776 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,564 | $80,753-74.5% | $136,298-84.9% | $62,293-67.0% |
| Participation rate | 90.2% | 73.5%+16.6pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 64.76% | 35.83%+28.9pp | 5156.27%-5091.5pp | 28.90%+35.9pp |
| Employer contribution / active EE | $2,832 | $2,884-1.8% | $4,696-39.7% | $2,042+38.7% |
| Participant deferral / active EE | $7,506 | $5,164+45.4% | $6,247+20.2% | $3,169+136.9% |
| Admin fee / account holder | $84 | $525-84.0% | $9,244-99.1% | $479-82.5% |