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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $12,370 |
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 | $49,664 | $60,989-18.6% | $60,919-18.5% | $66,949-25.8% |
| Participation rate | 93.7% | 74.5%+19.2pp | 73.1%+20.5pp | 69.8%+23.8pp |
| Annual return | -12.18% | -9.60%-2.6pp | 16.96%-29.1pp | 1.57%-13.7pp |
| Employer contribution / active EE | $2,935 | $2,661+10.3% | $2,704+8.5% | $2,545+15.3% |
| Participant deferral / active EE | $4,118 | $3,615+13.9% | $3,814+8.0% | $4,239-2.9% |
| Admin fee / account holder | $30 | $338-91.1% | $3,228-99.1% | $594-94.9% |