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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $971 |
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 | $44,387 | $60,119-26.2% | $90,414-50.9% | $79,860-44.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.66% | 71.94%-57.3pp | 1293.19%-1278.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,985 | $2,068-4.0% | $3,262-39.2% | $2,471-19.7% |
| Participant deferral / active EE | $4,602 | $2,938+56.6% | $3,963+16.1% | $3,740+23.0% |
| Admin fee / account holder | $7 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |