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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,378 | $61,172-12.7% | $185,851-71.3% | $79,389-32.8% |
| Participation rate | 97.1% | 66.6%+30.4pp | 81.7%+15.4pp | 70.7%+26.3pp |
| Annual return | 27.05% | 19.45%+7.6pp | 122.11%-95.1pp | 116.89%-89.8pp |
| Employer contribution / active EE | $466 | $2,321-79.9% | $5,168-91.0% | $2,428-80.8% |
| Participant deferral / active EE | $2,628 | $2,788-5.8% | $5,569-52.8% | $4,046-35.1% |
| Admin fee / account holder | $10 | $710-98.6% | $16,245-99.9% | $626-98.4% |