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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,377 | $46,332-30.1% | $143,797-77.5% | $64,824-50.1% |
| Participation rate | 97.2% | 64.2%+33.0pp | 80.3%+16.9pp | 71.5%+25.7pp |
| Annual return | -14.04% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $2,195 | $1,911+14.9% | $4,952-55.7% | $2,507-12.4% |
| Participant deferral / active EE | $3,184 | $2,647+20.3% | $5,638-43.5% | $4,311-26.1% |
| Admin fee / account holder | $7 | $154-95.8% | $14,679-100.0% | $188-96.5% |