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... | $1,491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,355 | $104,479-54.7% | $159,474-70.3% | $79,391-40.4% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 30.90% | 67.98%-37.1pp | 263.68%-232.8pp | 116.88%-86.0pp |
| Employer contribution / active EE | $3,568 | $3,417+4.4% | $4,831-26.2% | $2,428+46.9% |
| Participant deferral / active EE | $6,619 | $6,468+2.3% | $7,353-10.0% | $4,046+63.6% |
| Admin fee / account holder | $44 | $711-93.8% | $10,802-99.6% | $627-92.9% |