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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% | $60,888-18.4% | $66,923-25.8% |
| Participation rate | 93.7% | 74.5%+19.2pp | 73.1%+20.5pp | 69.8%+23.8pp |
| Annual return | -12.18% | -9.60%-2.6pp | 16.91%-29.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $2,935 | $2,661+10.3% | $2,702+8.6% | $2,545+15.3% |
| Participant deferral / active EE | $4,118 | $3,615+13.9% | $3,817+7.9% | $4,237-2.8% |
| Admin fee / account holder | $30 | $338-91.1% | $3,225-99.1% | $593-94.9% |