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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,652 |
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 | $20,145 | $58,895-65.8% | $178,503-88.7% | $73,497-72.6% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 8.16% | 24.86%-16.7pp | 151.12%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $773 | $2,236-65.4% | $5,011-84.6% | $2,270-65.9% |
| Participant deferral / active EE | $1,873 | $2,567-27.0% | $5,202-64.0% | $3,740-49.9% |
| Admin fee / account holder | $8 | $400-98.0% | $13,987-99.9% | $513-98.4% |