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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,406 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,868 | $44,984+117.6% | $85,009+15.1% | $74,546+31.3% |
| Participation rate | 83.3% | 49.4%+33.9pp | 67.5%+15.8pp | 67.2%+16.1pp |
| Annual return | 18.69% | 26.25%-7.6pp | 66.47%-47.8pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $2,406 | $1,458+65.0% | $2,728-11.8% | $2,624-8.3% |
| Participant deferral / active EE | $5,837 | $2,733+113.5% | $4,522+29.1% | $4,347+34.3% |
| Admin fee / account holder | $7 | $2,208-99.7% | $6,153-99.9% | $1,944-99.7% |