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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $959 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,029 | $91,190-71.5% | $178,490-85.4% | $79,858-67.4% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 5.56% | 24.19%-18.6pp | 151.07%-145.5pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,394 | $3,256-57.2% | $5,011-72.2% | $2,471-43.6% |
| Participant deferral / active EE | $1,733 | $3,236-46.5% | $5,202-66.7% | $3,740-53.7% |
| Admin fee / account holder | $10 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |