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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,968 | $58,895-57.6% | $178,503-86.0% | $73,497-66.0% |
| Participation rate | 77.1% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 12.12% | 24.86%-12.7pp | 151.12%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $551 | $2,236-75.3% | $5,011-89.0% | $2,270-75.7% |
| Participant deferral / active EE | $2,267 | $2,567-11.7% | $5,202-56.4% | $3,740-39.4% |
| Admin fee / account holder | $8 | $400-98.1% | $13,987-99.9% | $513-98.5% |