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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP1 year Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 99 · EIN 58-2484343 | Other Fees | $23,068 |
DANZIGER & MARKHOFF LLP1 year Filed as: DANZIGER AND MARKOFF, LLP Service code 49 | Other Services | $6,462 |
DANZIGER & MARKHOFF LLP1 year Filed as: DANZIGER AND MARKHOFF, LLP Service code 49 1133 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,062 | $77,157+41.4% | $108,405+0.6% | $85,847+27.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.51% | 44.55%-30.0pp | 905.55%-891.0pp | 318.61%-304.1pp |
| Employer contribution / active EE | $7,561 | $2,379+217.8% | $3,559+112.5% | $2,565+194.7% |
| Participant deferral / active EE | $13,880 | $5,567+149.3% | $6,563+111.5% | $3,952+251.2% |
| Admin fee / account holder | $6 | $5,174-99.9% | $7,297-99.9% | $6,261-99.9% |