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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,718 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,133 | $46,332-2.6% | $143,797-68.6% | $64,824-30.4% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -10.90% | -10.05%-0.8pp | -0.04%-10.9pp | 32.84%-43.7pp |
| Employer contribution / active EE | $805 | $1,911-57.9% | $4,952-83.7% | $2,507-67.9% |
| Participant deferral / active EE | $2,517 | $2,647-4.9% | $5,638-55.4% | $4,311-41.6% |
| Admin fee / account holder | $13 | $154-91.7% | $14,679-99.9% | $188-93.2% |