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| Provider | Service type | Compensation |
|---|---|---|
NYHART5 years Service code 15 · EIN 35-0966414 | Recordkeeping | $14,990 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,331 | $101,499-62.2% | $147,005-73.9% | $74,546-48.6% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 14.06% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,683 | $3,811-3.4% | $4,934-25.4% | $2,624+40.3% |
| Participant deferral / active EE | $5,988 | $7,304-18.0% | $8,070-25.8% | $4,347+37.7% |
| Admin fee / account holder | $69 | $1,748-96.1% | $13,006-99.5% | $1,944-96.5% |