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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,453 | $61,166-38.8% | $185,849-79.8% | $79,391-52.8% |
| Participation rate | 92.7% | 66.6%+26.0pp | 81.7%+10.9pp | 70.7%+21.9pp |
| Annual return | 15.58% | 19.45%-3.9pp | 122.10%-106.5pp | 116.88%-101.3pp |
| Employer contribution / active EE | $1,290 | $2,321-44.4% | $5,169-75.0% | $2,428-46.9% |
| Participant deferral / active EE | $3,107 | $2,789+11.4% | $5,569-44.2% | $4,046-23.2% |
| Admin fee / account holder | $9 | $710-98.7% | $16,244-99.9% | $627-98.5% |