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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,552 | $36,002-12.4% | $161,489-80.5% | $64,728-51.3% |
| Participation rate | 95.6% | 57.4%+38.1pp | 78.7%+16.9pp | 57.9%+37.7pp |
| Annual return | 10.77% | 33.93%-23.2pp | 89.72%-78.9pp | 49.38%-38.6pp |
| Employer contribution / active EE | $854 | $1,380-38.1% | $4,268-80.0% | $2,243-61.9% |
| Participant deferral / active EE | $3,763 | $1,815+107.3% | $5,630-33.2% | $2,729+37.9% |
| Admin fee / account holder | $8 | $931-99.2% | $16,006-100.0% | $1,145-99.3% |