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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,394 | $55,437-45.2% | $155,534-80.5% | $74,459-59.2% |
| Participation rate | 92.7% | 61.9%+30.8pp | 78.2%+14.5pp | 67.2%+25.5pp |
| Annual return | 42.43% | 269.58%-227.1pp | 64.92%-22.5pp | 1369.70%-1327.3pp |
| Employer contribution / active EE | $624 | $2,266-72.4% | $4,675-86.6% | $2,626-76.2% |
| Participant deferral / active EE | $3,913 | $2,837+37.9% | $5,630-30.5% | $4,350-10.0% |
| Admin fee / account holder | $2 | $1,742-99.9% | $15,900-100.0% | $1,945-99.9% |