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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $10,636 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,216 | $65,960-55.7% | $81,882-64.3% | $77,762-62.4% |
| Participation rate | 87.5% | 65.8%+21.7pp | 72.4%+15.1pp | 70.6%+16.9pp |
| Annual return | 20.69% | 26.64%-6.0pp | 779.47%-758.8pp | 31.27%-10.6pp |
| Employer contribution / active EE | $3,186 | $2,375+34.1% | $2,916+9.3% | $2,728+16.8% |
| Participant deferral / active EE | $3,667 | $3,505+4.6% | $4,323-15.2% | $4,651-21.2% |
| Admin fee / account holder | $9 | $526-98.3% | $7,360-99.9% | $433-97.9% |