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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $886 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,364 | $95,406-75.5% | $185,849-87.4% | $85,847-72.8% |
| Participation rate | 80.6% | 68.8%+11.8pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 19.63% | 23.59%-4.0pp | 122.10%-102.5pp | 318.61%-299.0pp |
| Employer contribution / active EE | $1,284 | $3,314-61.3% | $5,169-75.2% | $2,565-50.0% |
| Participant deferral / active EE | $1,770 | $3,424-48.3% | $5,569-68.2% | $3,952-55.2% |
| Admin fee / account holder | $9 | $7,214-99.9% | $16,244-99.9% | $6,261-99.9% |