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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $11,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,594 | $57,119-76.2% | $85,187-84.0% | $80,935-83.2% |
| Participation rate | 83.9% | 56.4%+27.5pp | 67.5%+16.3pp | 67.7%+16.2pp |
| Annual return | 19.89% | 21.70%-1.8pp | 66.67%-46.8pp | 35.66%-15.8pp |
| Employer contribution / active EE | $3,058 | $1,802+69.7% | $2,732+11.9% | $2,757+10.9% |
| Participant deferral / active EE | $1,170 | $3,115-62.4% | $4,525-74.1% | $4,299-72.8% |
| Admin fee / account holder | $215 | $4,990-95.7% | $6,162-96.5% | $6,924-96.9% |