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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,907 | $53,841-27.7% | $75,731-48.6% | $85,851-54.7% |
| Participation rate | 90.2% | 69.0%+21.2pp | 74.8%+15.4pp | 69.3%+20.9pp |
| Annual return | 15.59% | 24.54%-9.0pp | 104.65%-89.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $553 | $2,017-72.6% | $2,743-79.9% | $2,565-78.5% |
| Participant deferral / active EE | $3,823 | $2,895+32.1% | $3,820+0.1% | $3,952-3.3% |
| Admin fee / account holder | $3 | $3,340-99.9% | $3,620-99.9% | $6,261-100.0% |