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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $8,863 |
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 | $45,118 | $57,976-22.2% | $63,018-28.4% | $62,293-27.6% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 13.21% | 17.54%-4.3pp | 87.62%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,333 | $2,415-3.4% | $2,761-15.5% | $2,042+14.2% |
| Participant deferral / active EE | $3,190 | $2,956+7.9% | $3,330-4.2% | $3,169+0.7% |
| Admin fee / account holder | $26 | $276-90.7% | $3,601-99.3% | $479-94.6% |