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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,536 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,553 | $65,125-37.7% | $143,797-71.8% | $66,949-39.4% |
| Participation rate | 91.5% | 65.2%+26.3pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -10.34% | -11.13%+0.8pp | -0.04%-10.3pp | 1.57%-11.9pp |
| Employer contribution / active EE | $1,013 | $2,362-57.1% | $4,952-79.5% | $2,545-60.2% |
| Participant deferral / active EE | $2,407 | $2,920-17.6% | $5,638-57.3% | $4,239-43.2% |
| Admin fee / account holder | $19 | $503-96.2% | $14,679-99.9% | $594-96.8% |