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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,774 |
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 | $45,126 | $56,540-20.2% | $185,851-75.7% | $86,821-48.0% |
| Participation rate | 98.3% | 65.5%+32.8pp | 81.7%+16.6pp | 72.3%+26.0pp |
| Annual return | 28.56% | 118.20%-89.6pp | 122.11%-93.5pp | 97.94%-69.4pp |
| Employer contribution / active EE | $3,321 | $1,844+80.0% | $5,168-35.7% | $2,406+38.0% |
| Participant deferral / active EE | $3,756 | $2,555+47.0% | $5,569-32.5% | $4,132-9.1% |
| Admin fee / account holder | $10 | $150-93.2% | $16,245-99.9% | $170-94.0% |