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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 | $36,904-14.5% | $158,223-80.1% | $65,191-51.6% |
| Participation rate | 95.6% | 62.1%+33.4pp | 79.2%+16.4pp | 63.0%+32.6pp |
| Annual return | 10.77% | 24.43%-13.7pp | 52.09%-41.3pp | 51.24%-40.5pp |
| Employer contribution / active EE | $854 | $1,489-42.6% | $4,109-79.2% | $2,400-64.4% |
| Participant deferral / active EE | $3,763 | $1,936+94.4% | $5,467-31.2% | $2,671+40.9% |
| Admin fee / account holder | $8 | $793-99.1% | $16,047-100.0% | $907-99.2% |