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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,450 |
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 | $25,166 | $52,722-52.3% | $90,461-72.2% | $73,412-65.7% |
| Participation rate | 94.7% | 67.7%+27.0pp | 72.7%+22.0pp | 72.2%+22.5pp |
| Annual return | 3.00% | 20.70%-17.7pp | 1294.76%-1291.8pp | 59.30%-56.3pp |
| Employer contribution / active EE | $2,579 | $1,872+37.8% | $3,264-21.0% | $2,234+15.4% |
| Participant deferral / active EE | $1,098 | $2,810-60.9% | $3,964-72.3% | $3,806-71.2% |
| Admin fee / account holder | $103 | $117-12.2% | $5,617-98.2% | $158-35.0% |