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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,370 | $91,198-76.6% | $178,503-88.0% | $79,856-73.2% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 11.65% | 24.20%-12.5pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,561 | $3,257-52.1% | $5,011-68.9% | $2,471-36.8% |
| Participant deferral / active EE | $2,405 | $3,237-25.7% | $5,202-53.8% | $3,741-35.7% |
| Admin fee / account holder | $13 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |