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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $11,673 |
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 | $51,275 | $46,332+10.7% | $143,797-64.3% | $64,824-20.9% |
| Participation rate | 97.3% | 64.2%+33.0pp | 80.3%+17.0pp | 71.5%+25.8pp |
| Annual return | -13.42% | -10.05%-3.4pp | -0.04%-13.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $3,716 | $1,911+94.4% | $4,952-25.0% | $2,507+48.2% |
| Participant deferral / active EE | $2,420 | $2,647-8.6% | $5,638-57.1% | $4,311-43.9% |
| Admin fee / account holder | $37 | $154-76.2% | $14,679-99.8% | $188-80.5% |