Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $278,758 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,958 | $112,686+88.1% | $170,043+24.6% | $80,157+164.4% |
| Participation rate | 97.1% | 87.4%+9.8pp | 87.0%+10.1pp | 72.9%+24.2pp |
| Annual return | 17.33% | 67.04%-49.7pp | 53.40%-36.1pp | 40.39%-23.1pp |
| Employer contribution / active EE | $6,540 | $4,481+45.9% | $6,790-3.7% | $2,977+119.6% |
| Participant deferral / active EE | $11,056 | $7,876+40.4% | $10,410+6.2% | $5,015+120.5% |
| Admin fee / account holder | $144 | $99+45.0% | $12,824-98.9% | $145-0.9% |