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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,058 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,737 | $69,745-33.0% | $67,511-30.8% | $74,546-37.3% |
| Participation rate | 87.7% | 71.3%+16.4pp | 72.9%+14.9pp | 67.2%+20.5pp |
| Annual return | 17.53% | -40.37%+57.9pp | 3517.41%-3499.9pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $1,295 | $2,705-52.1% | $2,733-52.6% | $2,624-50.6% |
| Participant deferral / active EE | $2,303 | $3,636-36.6% | $4,000-42.4% | $4,347-47.0% |
| Admin fee / account holder | $13 | $894-98.6% | $3,999-99.7% | $1,944-99.3% |