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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,012 | $46,688+50.0% | $189,758-63.1% | $69,733+0.4% |
| Participation rate | 96.0% | 61.7%+34.3pp | 79.8%+16.2pp | 62.5%+33.5pp |
| Annual return | 11.56% | 14.35%-2.8pp | 52.62%-41.1pp | 15.22%-3.7pp |
| Employer contribution / active EE | $1,090 | $1,695-35.7% | $4,767-77.1% | $2,250-51.6% |
| Participant deferral / active EE | $2,165 | $2,143+1.0% | $5,856-63.0% | $3,054-29.1% |
| Admin fee / account holder | $14 | $1,700-99.2% | $20,388-99.9% | $3,102-99.6% |