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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,249 |
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 | $36,064 | $58,895-38.8% | $178,503-79.8% | $73,497-50.9% |
| Participation rate | 93.8% | 66.2%+27.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 15.28% | 24.86%-9.6pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $782 | $2,236-65.0% | $5,011-84.4% | $2,270-65.5% |
| Participant deferral / active EE | $2,745 | $2,567+6.9% | $5,202-47.2% | $3,740-26.6% |
| Admin fee / account holder | $6 | $400-98.4% | $13,987-100.0% | $513-98.8% |