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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $885 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,213 | $65,125+32.4% | $143,797-40.0% | $66,949+28.8% |
| Participation rate | 91.5% | 65.2%+26.3pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -15.83% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,630 | $2,362+11.3% | $4,952-46.9% | $2,545+3.3% |
| Participant deferral / active EE | $6,368 | $2,920+118.0% | $5,638+12.9% | $4,239+50.2% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.2% |