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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,323 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,797 | $73,848-8.2% | $143,799-52.9% | $68,486-1.0% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -16.87% | 0.91%-17.8pp | -0.04%-16.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,095 | $3,184-2.8% | $4,952-37.5% | $2,597+19.2% |
| Participant deferral / active EE | $2,780 | $3,385-17.8% | $5,638-50.7% | $4,028-31.0% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,677-99.4% | $5,404-98.3% |