Filed March 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,844 | $99,957-56.1% | $149,745-70.7% | $73,497-40.3% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 49.33% | 53.87%-4.5pp | 276.72%-227.4pp | 28.51%+20.8pp |
| Employer contribution / active EE | $3,936 | $3,191+23.3% | $4,646-15.3% | $2,270+73.4% |
| Participant deferral / active EE | $6,802 | $6,073+12.0% | $6,843-0.6% | $3,740+81.9% |
| Admin fee / account holder | $4 | $551-99.3% | $9,312-100.0% | $513-99.2% |