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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $84,588 |
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 | $60,010 | $69,305-13.4% | $82,313-27.1% | $69,631-13.8% |
| Participation rate | 89.9% | 80.3%+9.7pp | 76.9%+13.0pp | 70.7%+19.2pp |
| Annual return | 23.11% | 21.47%+1.6pp | 25.88%-2.8pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $1,452 | $1,887-23.0% | $2,428-40.2% | $2,032-28.5% |
| Participant deferral / active EE | $8,364 | $3,568+134.4% | $3,706+125.7% | $3,224+159.5% |
| Admin fee / account holder | $173 | $97+77.6% | $5,608-96.9% | $110+56.3% |