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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $12,491 |
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 | $47,815 | $60,795-21.4% | $69,483-31.2% | $65,186-26.6% |
| Participation rate | 92.4% | 74.9%+17.5pp | 74.6%+17.8pp | 70.2%+22.2pp |
| Annual return | 18.63% | 17.46%+1.2pp | 28.99%-10.4pp | 29.39%-10.8pp |
| Employer contribution / active EE | $2,545 | $2,452+3.8% | $2,780-8.4% | $2,177+16.9% |
| Participant deferral / active EE | $3,796 | $3,162+20.1% | $3,537+7.3% | $3,514+8.0% |
| Admin fee / account holder | $34 | $314-89.2% | $3,841-99.1% | $847-96.0% |