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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,041 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,684 | $61,172-59.6% | $185,851-86.7% | $79,389-68.9% |
| Participation rate | 75.4% | 66.6%+8.8pp | 81.7%-6.3pp | 70.7%+4.7pp |
| Annual return | 15.14% | 19.45%-4.3pp | 122.11%-107.0pp | 116.89%-101.7pp |
| Employer contribution / active EE | $513 | $2,321-77.9% | $5,168-90.1% | $2,428-78.9% |
| Participant deferral / active EE | $2,290 | $2,788-17.8% | $5,569-58.9% | $4,046-43.4% |
| Admin fee / account holder | $7 | $710-99.0% | $16,245-100.0% | $626-98.9% |