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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $6,060 |
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 | $41,429 | $52,467-21.0% | $57,196-27.6% | $55,167-24.9% |
| Participation rate | 97.9% | 75.8%+22.0pp | 75.3%+22.5pp | 69.0%+28.9pp |
| Annual return | 10.55% | 7.72%+2.8pp | 14.59%-4.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2,374 | $2,477-4.2% | $2,683-11.5% | $1,963+21.0% |
| Participant deferral / active EE | $2,989 | $2,830+5.6% | $3,096-3.4% | $3,054-2.1% |
| Admin fee / account holder | $18 | $269-93.3% | $3,141-99.4% | $504-96.4% |