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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,760 | $65,125+131.5% | $143,797+4.8% | $66,949+125.2% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -10.01% | -11.13%+1.1pp | -0.04%-10.0pp | 1.57%-11.6pp |
| Employer contribution / active EE | $8,609 | $2,362+264.4% | $4,952+73.8% | $2,545+238.2% |
| Participant deferral / active EE | $4,866 | $2,920+66.6% | $5,638-13.7% | $4,239+14.8% |
| Admin fee / account holder | $13 | $503-97.4% | $14,679-99.9% | $594-97.8% |