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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $856 |
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 | $115,568 | $74,706+54.7% | $75,731+52.6% | $79,389+45.6% |
| Participation rate | 94.5% | 75.3%+19.1pp | 74.8%+19.7pp | 70.7%+23.8pp |
| Annual return | 14.57% | 18.52%-3.9pp | 104.65%-90.1pp | 116.89%-102.3pp |
| Employer contribution / active EE | $2,754 | $2,590+6.4% | $2,743+0.4% | $2,428+13.4% |
| Participant deferral / active EE | $4,517 | $3,533+27.8% | $3,820+18.2% | $4,046+11.6% |
| Admin fee / account holder | $2 | $374-99.6% | $3,620-100.0% | $626-99.7% |