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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,417 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,872 | $52,188-50.4% | $86,640-70.1% | $74,460-65.3% |
| Participation rate | 88.0% | 66.3%+21.7pp | 71.7%+16.3pp | 70.7%+17.3pp |
| Annual return | 19.95% | 44.46%-24.5pp | 592.52%-572.6pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,559 | $2,282+12.1% | $3,024-15.4% | $2,638-3.0% |
| Participant deferral / active EE | $3,584 | $3,383+5.9% | $4,438-19.3% | $4,530-20.9% |
| Admin fee / account holder | $3 | $319-99.0% | $5,616-99.9% | $348-99.1% |