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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $813 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,881 | $65,092-51.0% | $143,799-77.8% | $66,938-52.4% |
| Participation rate | 81.0% | 65.2%+15.8pp | 80.3%+0.7pp | 69.8%+11.2pp |
| Annual return | -15.81% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,525 | $2,362-35.4% | $4,952-69.2% | $2,545-40.1% |
| Participant deferral / active EE | $2,999 | $2,920+2.7% | $5,638-46.8% | $4,238-29.3% |
| Admin fee / account holder | $7 | $502-98.7% | $14,677-100.0% | $594-98.9% |