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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,648 | $73,839-73.4% | $143,788-86.3% | $68,495-71.3% |
| Participation rate | 94.7% | 66.7%+28.0pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -14.84% | 1.01%-15.9pp | -0.03%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $872 | $3,184-72.6% | $4,952-82.4% | $2,596-66.4% |
| Participant deferral / active EE | $1,267 | $3,384-62.6% | $5,638-77.5% | $4,028-68.5% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,675-99.9% | $5,403-99.8% |