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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $759 |
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 | $23,593 | $58,895-59.9% | $178,503-86.8% | $73,497-67.9% |
| Participation rate | 86.0% | 66.2%+19.8pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 30.08% | 24.86%+5.2pp | 151.12%-121.0pp | 28.51%+1.6pp |
| Employer contribution / active EE | $2,360 | $2,236+5.5% | $5,011-52.9% | $2,270+3.9% |
| Participant deferral / active EE | $4,310 | $2,567+67.9% | $5,202-17.2% | $3,740+15.2% |
| Admin fee / account holder | $4 | $400-99.1% | $13,987-100.0% | $513-99.3% |