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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $967 |
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 | $32,394 | $91,179-64.5% | $178,499-81.9% | $79,852-59.4% |
| Participation rate | 92.8% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 17.18% | 24.19%-7.0pp | 151.10%-133.9pp | 31.72%-14.5pp |
| Employer contribution / active EE | $516 | $3,256-84.1% | $5,011-89.7% | $2,471-79.1% |
| Participant deferral / active EE | $2,477 | $3,236-23.4% | $5,202-52.4% | $3,740-33.8% |
| Admin fee / account holder | $7 | $6,749-99.9% | $13,986-99.9% | $5,306-99.9% |