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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,677 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,113 | $65,092-46.1% | $143,799-75.6% | $66,938-47.5% |
| Participation rate | 82.6% | 65.2%+17.4pp | 80.3%+2.3pp | 69.8%+12.8pp |
| Annual return | -12.93% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,450 | $2,362-38.6% | $4,952-70.7% | $2,545-43.0% |
| Participant deferral / active EE | $1,306 | $2,920-55.3% | $5,638-76.8% | $4,238-69.2% |
| Admin fee / account holder | $10 | $502-98.0% | $14,677-99.9% | $594-98.3% |