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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $9,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,732 | $66,004-59.5% | $81,820-67.3% | $77,714-65.6% |
| Participation rate | 74.3% | 65.8%+8.5pp | 72.4%+1.9pp | 70.6%+3.7pp |
| Annual return | 11.84% | 26.65%-14.8pp | 777.93%-766.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $2,196 | $2,375-7.6% | $2,915-24.7% | $2,727-19.5% |
| Participant deferral / active EE | $1,933 | $3,508-44.9% | $4,323-55.3% | $4,649-58.4% |
| Admin fee / account holder | $18 | $527-96.6% | $7,391-99.8% | $433-95.9% |