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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $307 |
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 | $103,390 | $65,322+58.3% | $70,494+46.7% | $73,497+40.7% |
| Participation rate | 77.1% | 77.0%+0.2pp | 75.1%+2.1pp | 70.7%+6.4pp |
| Annual return | 17.21% | 15.71%+1.5pp | 109.16%-91.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,309 | $2,460-6.1% | $2,738-15.7% | $2,270+1.7% |
| Participant deferral / active EE | $3,637 | $3,375+7.8% | $3,711-2.0% | $3,740-2.7% |
| Admin fee / account holder | $1 | $214-99.3% | $3,848-100.0% | $513-99.7% |