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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $679 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,579 | $95,406-13.4% | $185,849-55.6% | $85,847-3.8% |
| Participation rate | 88.7% | 68.8%+19.9pp | 81.7%+7.0pp | 69.3%+19.4pp |
| Annual return | 11.73% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $980 | $3,424-71.4% | $5,569-82.4% | $3,952-75.2% |
| Admin fee / account holder | $4 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |