Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $218,071 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,375 | $129,227+87.6% | $184,256+31.5% | $77,762+211.7% |
| Participation rate | 94.9% | 87.4%+7.5pp | 86.8%+8.1pp | 70.6%+24.3pp |
| Annual return | 19.04% | 33.24%-14.2pp | 28.85%-9.8pp | 31.27%-12.2pp |
| Employer contribution / active EE | $7,901 | $4,412+79.1% | $6,427+22.9% | $2,728+189.6% |
| Participant deferral / active EE | $12,455 | $7,307+70.4% | $9,133+36.4% | $4,651+167.8% |
| Admin fee / account holder | $122 | $256-52.4% | $13,899-99.1% | $433-71.9% |