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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,110 | $46,332-22.1% | $143,797-74.9% | $64,824-44.3% |
| Participation rate | 78.4% | 64.2%+14.2pp | 80.3%-1.9pp | 71.5%+6.9pp |
| Annual return | -11.54% | -10.05%-1.5pp | -0.04%-11.5pp | 32.84%-44.4pp |
| Employer contribution / active EE | $1,756 | $1,911-8.1% | $4,952-64.5% | $2,507-30.0% |
| Participant deferral / active EE | $2,015 | $2,647-23.9% | $5,638-64.3% | $4,311-53.3% |
| Admin fee / account holder | $5 | $154-96.6% | $14,679-100.0% | $188-97.2% |