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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,119 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,291 | $47,163-27.3% | $149,696-77.1% | $74,460-53.9% |
| Participation rate | 88.6% | 63.4%+25.1pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 13.72% | 22.75%-9.0pp | 134.46%-120.7pp | 34.38%-20.7pp |
| Employer contribution / active EE | $2,540 | $1,907+33.2% | $4,821-47.3% | $2,638-3.7% |
| Participant deferral / active EE | $2,072 | $2,730-24.1% | $5,682-63.5% | $4,530-54.3% |
| Admin fee / account holder | $7 | $343-98.0% | $13,212-99.9% | $348-98.0% |