Filed September 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,142 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,607 | $58,312-49.2% | $86,656-65.8% | $71,529-58.6% |
| Participation rate | 95.7% | 65.0%+30.6pp | 71.7%+23.9pp | 67.9%+27.7pp |
| Annual return | 18.48% | 24.08%-5.6pp | 593.09%-574.6pp | 28.97%-10.5pp |
| Employer contribution / active EE | $3,331 | $2,576+29.3% | $3,025+10.1% | $2,590+28.6% |
| Participant deferral / active EE | $2,997 | $3,439-12.8% | $4,439-32.5% | $4,291-30.2% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,619-99.9% | $1,588-99.5% |