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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,330 | $61,166-50.4% | $185,849-83.7% | $79,391-61.8% |
| Participation rate | 93.1% | 66.6%+26.5pp | 81.7%+11.4pp | 70.7%+22.4pp |
| Annual return | 13.53% | 19.45%-5.9pp | 122.10%-108.6pp | 116.88%-103.4pp |
| Employer contribution / active EE | $1,029 | $2,321-55.7% | $5,169-80.1% | $2,428-57.6% |
| Participant deferral / active EE | $1,093 | $2,789-60.8% | $5,569-80.4% | $4,046-73.0% |
| Admin fee / account holder | $8 | $710-98.9% | $16,244-100.0% | $627-98.7% |