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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,049 |
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 | $24,706 | $58,888-58.0% | $178,498-86.2% | $73,493-66.4% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 13.94% | 24.86%-10.9pp | 151.09%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,784 | $2,236-20.2% | $5,011-64.4% | $2,270-21.4% |
| Participant deferral / active EE | $1,676 | $2,568-34.7% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $27 | $400-93.2% | $13,985-99.8% | $513-94.7% |