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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,061 |
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 | $47,849 | $52,293-8.5% | $178,498-73.2% | $73,412-34.8% |
| Participation rate | 88.8% | 65.3%+23.4pp | 81.9%+6.8pp | 72.2%+16.6pp |
| Annual return | 15.63% | 34.75%-19.1pp | 151.09%-135.5pp | 59.30%-43.7pp |
| Employer contribution / active EE | $1,643 | $1,735-5.3% | $5,011-67.2% | $2,234-26.5% |
| Participant deferral / active EE | $3,001 | $2,332+28.7% | $5,202-42.3% | $3,806-21.2% |
| Admin fee / account holder | $128 | $127+0.3% | $13,985-99.1% | $158-19.1% |