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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,102 |
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 | $121,051 | $61,166+97.9% | $185,849-34.9% | $79,391+52.5% |
| Participation rate | 95.3% | 66.6%+28.7pp | 81.7%+13.6pp | 70.7%+24.6pp |
| Annual return | 29.88% | 19.45%+10.4pp | 122.10%-92.2pp | 116.88%-87.0pp |
| Employer contribution / active EE | $5,047 | $2,321+117.5% | $5,169-2.3% | $2,428+107.9% |
| Participant deferral / active EE | $4,577 | $2,789+64.1% | $5,569-17.8% | $4,046+13.1% |
| Admin fee / account holder | $4 | $710-99.4% | $16,244-100.0% | $627-99.3% |