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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $856 |
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 | $64,486 | $78,423-17.8% | $95,964-32.8% | $79,856-19.2% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 14.99% | 19.37%-4.4pp | 91.64%-76.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,215 | $1,945-37.5% | $2,541-52.2% | $2,471-50.8% |
| Participant deferral / active EE | $3,594 | $3,440+4.5% | $4,167-13.8% | $3,741-3.9% |
| Admin fee / account holder | $6 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |