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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 | $101,672-62.3% | $147,117-73.9% | $74,478-48.5% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 14.06% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,683 | $3,813-3.4% | $4,932-25.3% | $2,626+40.2% |
| Participant deferral / active EE | $5,988 | $7,305-18.0% | $8,065-25.8% | $4,350+37.6% |
| Admin fee / account holder | $69 | $1,753-96.1% | $12,993-99.5% | $1,946-96.5% |