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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $18,927 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,095 | $36,595-80.6% | $88,179-92.0% | $71,012-90.0% |
| Participation rate | 100.0% | 29.2%+70.8pp | 69.1%+30.9pp | 58.6%+41.4pp |
| Annual return | 13.52% | 61.46%-47.9pp | 64.97%-51.5pp | 37.67%-24.2pp |
| Employer contribution / active EE | $3,051 | $787+287.8% | $2,549+19.7% | $2,348+29.9% |
| Participant deferral / active EE | $573 | $1,195-52.0% | $4,614-87.6% | $3,246-82.3% |
| Admin fee / account holder | $69 | $2,755-97.5% | $7,673-99.1% | $1,167-94.1% |