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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $13,290 |
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 | $59,848 | $65,582-8.7% | $64,097-6.6% | $71,529-16.3% |
| Participation rate | 87.0% | 73.2%+13.9pp | 72.3%+14.7pp | 67.9%+19.1pp |
| Annual return | 15.84% | 18.96%-3.1pp | 33.75%-17.9pp | 28.97%-13.1pp |
| Employer contribution / active EE | $3,085 | $2,671+15.5% | $2,750+12.2% | $2,590+19.1% |
| Participant deferral / active EE | $4,047 | $3,628+11.5% | $3,881+4.3% | $4,291-5.7% |
| Admin fee / account holder | $33 | $616-94.7% | $3,070-98.9% | $1,588-98.0% |