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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $3,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,613 | $50,902+7.3% | $155,534-64.9% | $77,736-29.7% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.8pp |
| Annual return | 18.16% | 34.85%-16.7pp | 64.92%-46.8pp | 31.26%-13.1pp |
| Employer contribution / active EE | $822 | $1,991-58.7% | $4,675-82.4% | $2,728-69.9% |
| Participant deferral / active EE | $1,721 | $2,824-39.1% | $5,630-69.4% | $4,651-63.0% |
| Admin fee / account holder | $14 | $437-96.9% | $15,900-99.9% | $433-96.9% |