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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,065 |
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 | $27,505 | $85,169-67.7% | $172,755-84.1% | $72,983-62.3% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 22.33% | 27.32%-5.0pp | 802.94%-780.6pp | 81.01%-58.7pp |
| Employer contribution / active EE | $530 | $3,324-84.1% | $5,144-89.7% | $2,440-78.3% |
| Participant deferral / active EE | $2,434 | $3,260-25.3% | $5,198-53.2% | $3,608-32.5% |
| Admin fee / account holder | $8 | $5,880-99.9% | $13,955-99.9% | $5,124-99.8% |