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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,753 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,193 | $85,169-72.8% | $172,755-86.6% | $72,983-68.2% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.5pp |
| Annual return | 11.91% | 27.32%-15.4pp | 802.94%-791.0pp | 81.01%-69.1pp |
| Employer contribution / active EE | $3,771 | $3,324+13.4% | $5,144-26.7% | $2,440+54.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14 | $5,880-99.8% | $13,955-99.9% | $5,124-99.7% |