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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,771 | $65,092+53.3% | $143,799-30.6% | $66,938+49.0% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -9.22% | -11.14%+1.9pp | -0.04%-9.2pp | 1.58%-10.8pp |
| Employer contribution / active EE | $4,202 | $2,362+77.9% | $4,952-15.2% | $2,545+65.1% |
| Participant deferral / active EE | $3,353 | $2,920+14.8% | $5,638-40.5% | $4,238-20.9% |
| Admin fee / account holder | $11 | $502-97.8% | $14,677-99.9% | $594-98.2% |