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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,689 |
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 | $28,261 | $52,293-46.0% | $178,499-84.2% | $73,412-61.5% |
| Participation rate | 82.9% | 65.3%+17.6pp | 81.9%+1.0pp | 72.2%+10.7pp |
| Annual return | 14.66% | 34.75%-20.1pp | 151.10%-136.4pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,286 | $1,735-25.9% | $5,011-74.3% | $2,234-42.4% |
| Participant deferral / active EE | $1,648 | $2,332-29.3% | $5,202-68.3% | $3,806-56.7% |
| Admin fee / account holder | $3 | $127-97.4% | $13,986-100.0% | $158-97.9% |