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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $13,627 |
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 | $52,824 | $65,322-19.1% | $70,494-25.1% | $73,497-28.1% |
| Participation rate | 92.9% | 77.0%+15.9pp | 75.1%+17.8pp | 70.7%+22.2pp |
| Annual return | 12.81% | 15.71%-2.9pp | 109.16%-96.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,900 | $2,460+17.9% | $2,738+5.9% | $2,270+27.7% |
| Participant deferral / active EE | $4,022 | $3,375+19.2% | $3,711+8.4% | $3,740+7.5% |
| Admin fee / account holder | $40 | $214-81.3% | $3,848-99.0% | $513-92.2% |