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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $5,535 |
Annual investment return 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 | $46,437 | $88,122-47.3% | $141,197-67.1% | $67,582-31.3% |
| Participation rate | 98.5% | 76.5%+22.0pp | 82.5%+16.0pp | 71.3%+27.2pp |
| Annual return | 18.79% | 75.40%-56.6pp | 71.41%-52.6pp | 378.57%-359.8pp |
| Employer contribution / active EE | $2,749 | $3,224-14.7% | $4,736-42.0% | $2,148+28.0% |
| Participant deferral / active EE | $3,015 | $5,958-49.4% | $6,710-55.1% | $3,539-14.8% |
| Admin fee / account holder | $77 | $131-41.1% | $10,265-99.2% | $142-45.8% |